Ae Wealth Management LLC First Tr ETF Fd Viii Cboe Vest Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,312 shares of YSEP stock, worth $75,049. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,312

Holding current value

$75,049

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$21.7 - $22.73 $71,870 - $75,281	3,312 New	3,312 $71,000

Others Institutions Holding YSEP

# of Institutions

Shares Held

2.09M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

242K
Shares

$5.48 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

237K
Shares

$5.38 Million
0.0% of portfolio
Lm Advisors LLC San Diego, CA

192K
Shares

$4.35 Million
0.73% of portfolio
Rockefeller Capital Management L.P. New York, NY

182K
Shares

$4.12 Million
0.01% of portfolio
Clear Creek Financial Management, LLC

133K
Shares

$3.01 Million
0.33% of portfolio

View Full List

About FIRST TR ETF FD VIII CBOE VEST

Ticker YSEP
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC First Tr ETF Fd Viii Cboe Vest Transaction History