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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
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
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Advisor Group Holdings
Pitti Group Wealth Management
Wealth Enhancement Advisory Services
AE Wealth Management
Advisory Services Network
Harbour Investments
ICA Group Wealth Management
Assetmark
Ellsworth Advisors
Valtinson Bruner Financial Planning
Authentikos Wealth Advisory
Lunt Capital Management
Centennial Wealth Advisory

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