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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep shares owned by Five Pine Wealth Management

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

Historical chart of Five Pine Wealth Management investment in First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep

Jan 2025Mar 2025May 2025Jul 2025Sep 20250.8M0.9M1M1.1M30k35k40k
Value ($)Share countHistorical BUFD position of Five Pine Wealth … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep held by Five Pine Wealth Management 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 Five Pine Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 42k 27.64
2025-06-30 $814k 31k 26.56
2025-03-31 $748k 30k 24.95
2024-12-31 $792k 31k 25.52

More positions owned by Five Pine Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)

View all positions for Five Pine Wealth Management

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

LPL Financial
G. W. Henssler & Associates
Envestnet Asset Management
Legacy Financial Group
Centennial Wealth Advisory
Advisor Group Holdings
Creekmur Asset Management
Branch Banking & Trust Company
Cetera Investment Advisers
Brookstone Capital Management
Commonwealth Equity Services
Mml Investors Services
Capital Asset Advisory Services
Kestra Private Wealth Services
Axxcess Wealth Management

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