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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep shares owned by Simplicity Wealth

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $485k 21k 23.59

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep

G. W. Henssler & Associates
LPL Financial
AE Wealth Management
Centennial Wealth Advisory
Creekmur Asset Management
Capital Asset Advisory Services
Branch Banking & Trust Company
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Axxcess Wealth Management
Private Advisor
Santori & Peters
Stratos Wealth Partners
Financial Advocates Investment Management

View all funds holding First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep