Brass Tax Wealth Management, Inc First Tr ETF Viii Cboe Vest Us Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 6,902 shares of DSEP stock, worth $285,052. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,902
Previous 6,902
-0.0%
Holding current value
$285,052
Previous $270 Million
99.9%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DSEP
# of Institutions
79Shares Held
2.16MCall Options Held
0Put Options Held
0-
Spectrum Asset Management, Inc.172KShares$7.09 Million2.9% of portfolio
-
Envestnet Asset Management Inc172KShares$7.08 Million0.0% of portfolio
-
Kestra Advisory Services, LLC161KShares$6.67 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ104KShares$4.31 Million0.01% of portfolio
-
Cwm, LLC100KShares$4.14 Million0.02% of portfolio