Ae Wealth Management LLC First Tr ETF Fd Viii Cboe Vest Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
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 2,912 shares of YSEP stock, worth $74,663. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,912
Previous 2,912
-0.0%
Holding current value
$74,663
Previous $71,000
4.23%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding YSEP
# of Institutions
59Shares Held
3.21MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph520KShares$13.3 Million3.79% of portfolio
-
Sterling Manor Financial, LLC381KShares$9.76 Million7.4% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL241KShares$6.17 Million0.0% of portfolio
-
Lm Advisors LLC San Diego, CA210KShares$5.38 Million0.77% of portfolio
-
Commonwealth Equity Services, LLC189KShares$4.84 Million0.01% of portfolio