Ae Wealth Management LLC First Tr ETF Viii Cboe Vest Us Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Ae Wealth Management LLC holds 56,067 shares of DSEP stock, worth $2.22 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
56,067
Previous 88,014
36.3%
Holding current value
$2.22 Million
Previous $3.52 Million
35.5%
% of portfolio
0.02%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding DSEP
# of Institutions
101Shares Held
3.36MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX388KShares$15.4 Million3.91% of portfolio
-
Armis Advisers, LLC Atlanta, GA371KShares$14.7 Million1.84% of portfolio
-
Envestnet Asset Management Inc185KShares$7.32 Million0.0% of portfolio
-
Spectrum Asset Management, Inc.171KShares$6.77 Million3.13% of portfolio
-
Kestra Advisory Services, LLC169KShares$6.72 Million0.04% of portfolio