Schwallier Wealth Management LLC
Position in DAUG — FT Vest U.S. Equity Deep Buffer ETF - August
CIK 1934951
GRAND RAPIDS, MI
All Filings in DAUG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DAUG | $603,681 | 15,560 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 DAUG | $427,750 | 10,780 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DAUG | $539,211 | 13,780 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||