First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in First Tr Exchng Traded Fd Vi Cboe Vest Buferd
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All positions including First Tr Exchng Traded Fd Vi Cboe Vest Buferd held by Kingswood Wealth Advisors 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 60k | 24.50 |
| 2024-09-30 | $1.4M | 57k | 24.11 |
| 2024-06-30 | $1.3M | 58k | 23.20 |
| 2024-03-31 | $1.3M | 60k | 22.52 |
| 2023-12-31 | $1.3M | 59k | 21.28 |
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