Latest Institutional Purchases of First Tr Ex Tr Viii Cboe Vest (YMAR)

YMAR Quotes by TradingView

This list provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (YMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 08, 2025 Q2 2025
Ogorek Anthony Joseph

BUY
 -
515K
New
$11.5M - $13.2M
515K $13.4M
Jul 18, 2025 Q2 2025
Soa Wealth Advisors, Llc.

BUY
 -
38.7K
+ 279.18%
$869K - $991K
52.6K $1.36M
Aug 14, 2025 Q2 2025
Old Mission Capital LLC

BUY
 -
28.7K
New
$643K - $734K
28.7K $744K
Aug 11, 2025 Q2 2025
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
22.9K
New
$513K - $585K
22.9K $593K
Aug 13, 2025 Q2 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
18.6K
+ 10.15%
$417K - $476K
202K $5.24M
Aug 08, 2025 Q2 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
18.2K
+ 9.55%
$407K - $465K
208K $5.4M
Aug 14, 2025 Q2 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
17K
New
$382K - $435K
17K $441K
Aug 07, 2025 Q2 2025
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
15K
New
$337K - $384K
15K $390K
Aug 12, 2025 Q2 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
12.2K
+ 38.72%
$274K - $313K
43.8K $1.14M
Aug 13, 2025 Q2 2025
Grantvest Financial Group LLC

Matawan, NJ
BUY
 -
11K
New
$246K - $280K
11K $284K
Jul 30, 2025 Q2 2025
Tfb Advisors LLC

Overland Park, KS
BUY
 -
9.61K
New
$215K - $246K
9.61K $249K
Jul 09, 2025 Q2 2025
Sterling Manor Financial, LLC

BUY
 -
9.13K
New
$205K - $234K
9.13K $237K
Jul 23, 2025 Q2 2025
Ignite Planners, LLC

BUY
 -
9.12K
New
$205K - $233K
9.12K $236K
Jul 14, 2025 Q2 2025
Park Avenue Securities LLC

BUY
 -
9.1K
New
$204K - $233K
9.1K $236K
Aug 06, 2025 Q2 2025
Maltin Wealth Management, Inc.

BUY
 -
8.86K
New
$199K - $227K
8.86K $230K
Jul 30, 2025 Q2 2025
Avidian Wealth Solutions, LLC

BUY
 -
6.12K
+ 54.93%
$137K - $157K
17.3K $448K
Jul 10, 2025 Q2 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
5.89K
+ 58.7%
$132K - $151K
15.9K $413K
Jul 25, 2025 Q2 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
5.48K
+ 1.5%
$123K - $140K
370K $9.6M
Aug 04, 2025 Q2 2025
Spire Wealth Management

BUY
 -
4.88K
+ 68.54%
$109K - $125K
12K $311K
Aug 14, 2025 Q2 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.71K
+ 20.72%
$106K - $121K
27.4K $712K
Aug 14, 2025 Q2 2025
Kestra Advisory Services, LLC

BUY
 -
4.27K
+ 45.7%
$95.7K - $109K
13.6K $353K
Jul 11, 2025 Q2 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
4K
New
$89.7K - $102K
4K $104K
Jul 28, 2025 Q2 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.77K
+ 23.08%
$84.5K - $96.4K
20.1K $521K
Jul 24, 2025 Q2 2025
Ifp Advisors, Inc

BUY
 -
3.43K
+ 19.83%
$77K - $87.8K
20.7K $538K
Jul 11, 2025 Q2 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.53K
+ 20.07%
$56.7K - $64.7K
15.1K $392K
Aug 14, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.5K
New
$56.1K - $63.9K
2.5K $64.8K
Jul 21, 2025 Q2 2025
Diligent Investors, LLC

BUY
 -
2.5K
+ 21.81%
$56.1K - $63.9K
14K $362K
Aug 14, 2025 Q2 2025
Mariner, LLC

Overland Park, KS
BUY
 -
1.72K
+ 13.51%
$38.6K - $44.1K
14.5K $375K
Jul 21, 2025 Q2 2025
Dhjj Financial Advisors, Ltd.

BUY
 -
1.15K
+ 12.5%
$25.8K - $29.4K
10.4K $269K
Aug 04, 2025 Q2 2025
Creative Financial Designs Inc

BUY
 -
1.02K
+ 38.8%
$22.9K - $26.1K
3.66K $94.8K
Aug 05, 2025 Q2 2025
First Horizon Advisors, Inc.

BUY
 -
779
New
$17.5K - $19.9K
779 $20.2K
Jul 14, 2025 Q2 2025
Abound Wealth Management

Franklin, TN
BUY
 -
495
New
$11.1K - $12.7K
495 $12.8K
Jul 09, 2025 Q2 2025
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
395
+ 3.14%
$8.86K - $10.1K
13K $337K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 15, 2025 Q1 2025
Advisory Services Network, LLC

BUY
 -
18.3K
+ 96.27%
$417K - $451K
37.4K $969K
May 12, 2025 Q1 2025
Sloy Dahl & Holst, LLC

BUY
 -
8.5K
New
$194K - $209K
8.5K $220K
May 08, 2025 Q1 2025
Main Street Financial Solutions, LLC

BUY
 -
2.97K
+ 14.0%
$67.5K - $73K
24.2K $626K
May 14, 2025 Q1 2025
Northwestern Mutual Wealth Management CO

BUY
 -
1.31K
New
$29.8K - $32.2K
1.31K $34K
May 12, 2025 Q1 2025
Jpmorgan Chase & CO

New York, NY
BUY
 -
581
New
$13.2K - $14.3K
581 $15.1K
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
307
New
$6.99K - $7.56K
307 $7.96K
Q4 2024
Feb 05, 2025 Q4 2024
Maia Wealth LLC

Denver, CO
BUY
 -
303K
+ 235.51%
$6.91M - $7.31M
432K $11.2M
Feb 18, 2025 Q4 2024
Gts Securities LLC

New York, NY
BUY
 -
12K
New
$272K - $288K
12K $310K
Feb 12, 2025 Q4 2024
Lm Advisors LLC

San Diego, CA
BUY
 -
9.79K
+ 19.6%
$223K - $236K
59.7K $1.55M
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
1.2K
New
$27.3K - $28.9K
1.2K $31.1K
Feb 10, 2025 Q4 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
466
+ 1.86%
$10.6K - $11.2K
25.6K $663K
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
466
+ 1.84%
$10.6K - $11.2K
25.8K $669K
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
300
New
$6.84K - $7.23K
300 $7.78K
Jan 21, 2025 Q4 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
215
+ 1.27%
$4.9K - $5.18K
17.2K $446K
Q3 2024
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
450
New
$10.2K - $11K
450 $11.7K

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