Summit Wealth Partners »

First Tr Exchng Traded Fd Vi vest us buffer shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi vest us buffer (FAUG) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in First Tr Exchng Traded Fd Vi vest us buffer

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi vest us buffer held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi vest us buffer by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $300k 6.8k 44.08
2024-03-31 $292k 6.8k 42.88
2023-12-31 $277k 6.8k 40.63
2023-09-30 $296k 7.9k 37.38
2023-06-30 $306k 7.9k 38.62
2023-03-31 $289k 7.9k 36.48
2022-12-31 $274k 7.9k 34.66
2022-09-30 $260k 7.9k 32.84
2022-06-30 $273k 7.9k 34.54
2022-03-31 $301k 7.9k 38.05
2021-12-31 $307k 7.9k 38.73