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First Tr Exchng Traded Fd Vi shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management 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 Keudell/Morrison Wealth Management 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 by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.7M 54k 31.80
2025-03-31 $1.5M 52k 29.69
2024-12-31 $2.7M 90k 30.47
2024-09-30 $2.6M 88k 29.89
2024-06-30 $2.0M 71k 28.92