Tcfg Wealth Management, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
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 7,627 shares of DSEP stock, worth $312,707. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,627
Previous 7,854
2.89%
Holding current value
$312,707
Previous $315 Million
1.69%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DSEP
# of Institutions
97Shares Held
2.88MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA371KShares$15.2 Million1.84% of portfolio
-
Envestnet Asset Management Inc185KShares$7.57 Million0.0% of portfolio
-
Spectrum Asset Management, Inc.171KShares$7 Million3.13% of portfolio
-
Kestra Advisory Services, LLC169KShares$6.95 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL131KShares$5.35 Million0.0% of portfolio