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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Assetmark

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Buferd held by Assetmark 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 Buferd by Assetmark

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 180k 24.11
2024-06-30 $3.7M 162k 23.20
2024-03-31 $3.2M 143k 22.52
2023-12-31 $2.3M 109k 21.28
2023-09-30 $1.5M 74k 19.67
2023-06-30 $424k 21k 20.18

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

Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
CWM
Centennial Wealth Advisory
Cetera Investment Advisers
Synovus Financial Corp.
Advisor Group Holdings
Pitti Group Wealth Management
FreeGulliver
Assetmark
World Equity Group
Cambridge Investment Research Advisors
Integrated Wealth Concepts
Advisory Services Network

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