A detailed history of Tcfg Wealth Management, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 7,435 shares of DSEP stock, worth $329,073. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,435
Previous 7,377 0.79%
Holding current value
$329,073
Previous $313 Million 5.07%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025

BUY
$42.35 - $44.2 $2,456 - $2,563
58 Added 0.79%
7,435 $329 Million
Q2 2025

Jul 22, 2025

SELL
$37.41 - $42.4 $9,352 - $10,600
-250 Reduced 3.28%
7,377 $313 Million
Q4 2024

Jan 30, 2025

SELL
$39.78 - $41.04 $9,030 - $9,316
-227 Reduced 2.89%
7,627 $309 Million
Q3 2024

Oct 15, 2024

BUY
$38.45 - $40.05 $301,986 - $314,552
7,854 New
7,854 $315 Million

Others Institutions Holding DSEP

About FIRST TR ETF VIII CBOE VEST US


  • Ticker DSEP
  • Sector ETFs
  • Industry ETFs
More about DSEP
Track This Portfolio

Track Tcfg Wealth Management, LLC Portfolio

Follow Tcfg Wealth Management, 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 Tcfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tcfg Wealth Management, LLC with notifications on news.