Whipplewood Advisors, LLC First Tr ETF Fd Viii Cboe Vest Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 2,411 shares of YSEP stock, worth $61,818. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,411
Previous 2,267
6.35%
Holding current value
$61,818
Previous $55.3 Million
11.15%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding YSEP
# of Institutions
60Shares Held
3.26MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph520KShares$13.3 Million3.79% of portfolio
-
Sterling Manor Financial, LLC381KShares$9.76 Million7.4% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL241KShares$6.17 Million0.0% of portfolio
-
Lm Advisors LLC San Diego, CA210KShares$5.38 Million0.77% of portfolio
-
Commonwealth Equity Services, LLC189KShares$4.84 Million0.01% of portfolio