Steward Partners Investment Advisory, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 22,321 shares of FSEP stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,321
Previous 22,321 -0.0%
Holding current value
$1.02 Million
Previous $1 Million 1.69%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$42.73 - $44.94 $2,820 - $2,966
66 Added 0.3%
22,321 $1 Million
Q2 2024

Aug 08, 2024
SELL
$41.45 - $43.76 $93,345 - $98,547
-2,252 Reduced 9.19%
22,255 $973,000
Q1 2024

May 15, 2024
SELL
$39.77 - $42.49 $7,954 - $8,498
-200 Reduced 0.81%
24,507 $1.04 Million
Q3 2023

Nov 13, 2023
BUY
$36.98 - $39.0 $547,304 - $577,200
14,800 Added 149.39%
24,707 $916,000
Q3 2022

Nov 10, 2022
BUY
$31.56 - $34.27 $312,664 - $339,512
9,907 New
9,907 $313,000

Others Institutions Holding FSEP

# of Institutions
134
Shares Held
5.24M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

FSEP Quotes by TradingView
  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email