Milestone Asset Management »

First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management 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 Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 425k 25.04
2024-06-30 $9.8M 404k 24.32

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
RBB Us Trsry 6 Mnth (XBIL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
Nike CL B (NKE)

View all positions for Milestone Asset Management

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

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

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