Schwallier Wealth Management LLC
Position in DJUL — FT Vest U.S. Equity Deep Buffer ETF - July
CIK 1934951
GRAND RAPIDS, MI
All Filings in DJUL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DJUL | $474,942 | 11,612 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 DJUL | $295,119 | 7,030 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DJUL | $394,637 | 9,530 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||