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Ft Vest Us Eq Max Buf Sep (SEPM) Institutional Ownership

$30.06 +0.05 (+0.17%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Sep (NYSEARCA:SEPM)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$9.68M
Number of
Institutional Sellers
(last 12 months)
0
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Ft Vest Us Eq Max Buf Sep Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Encompass More Asset Management95,989$2.86M0.9%N/A0.000%
12/12/2024Brass Tax Wealth Management Inc.9,700$287K0.1%N/A0.000%
10/22/2024WT Wealth Management220,885$6.56M1.6%N/A0.000%
(Data available from 1/1/2016 forward)

SEPM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEPM shares?

During the previous two years, the following institutional investors and hedge funds held shares of Ft Vest Us Eq Max Buf Sep shares: WT Wealth Management ($6.56M), and Encompass More Asset Management ($2.86M), Brass Tax Wealth Management Inc. ($287K).Learn more on SEPM's institutional investors.

Which institutional investors have been buying Ft Vest Us Eq Max Buf Sep stock?

The following institutional investors have purchased Ft Vest Us Eq Max Buf Sep stock in the last 24 months: WT Wealth Management ($220.89K), Encompass More Asset Management ($95.99K), and Brass Tax Wealth Management Inc. ($9.70K).

How much institutional buying is happening at Ft Vest Us Eq Max Buf Sep?

Institutional investors have bought a total of 326,574 shares in the last 24 months. This purchase volume represents approximately $9.68M in transactions.



This page (NYSEARCA:SEPM) was last updated on 1/22/2025 by MarketBeat.com Staff
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