First Tr Exchng Traded Fd Vi shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in First Tr Exchng Traded Fd Vi
Tip: Access up to 7 years of quarterly data
All positions including First Tr Exchng Traded Fd Vi held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Tr Exchng Traded Fd Vi by Amplius Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $30M | 1.0M | 29.89 |
2024-06-30 | $12M | 430k | 28.92 |
2024-03-31 | $12M | 442k | 27.96 |
2023-12-31 | $32M | 1.2M | 26.57 |
2023-09-30 | $22M | 886k | 24.49 |