Center for Financial Planning »

Ft Cboe Vest U.s. Equity Buffer Etf - July shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Ft Cboe Vest U.s. Equity Buffer Etf - July (FJUL) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Ft Cboe Vest U.s. Equity Buffer Etf - July

Tip: Access up to 7 years of quarterly data

All positions including Ft Cboe Vest U.s. Equity Buffer Etf - July held by Center for Financial Planning 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 Ft Cboe Vest U.s. Equity Buffer Etf - July by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $29k 600 48.11
2024-06-30 $28k 600 46.06
2024-03-31 $27k 600 44.45

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Center for Financial Planning

Top funds holding Ft Cboe Vest U.s. Equity Buffer Etf - July

CWM
Envestnet Asset Management
Raymond James & Associates
Raymond James Financial Services Advisors
McCarthy & Cox
Financial Services Advisory
Advisor Group Holdings
Commonwealth Equity Services
GDS Wealth Management
Change Path
Stephens
Cetera Investment Advisers
Captrust Financial Advisors
Steward Partners Investment Advisory
MBL Wealth

View all funds holding Ft Cboe Vest U.s. Equity Buffer Etf - July