CreativeOne Wealth, LLC
Position in SDVD — FT Vest SMID Rising Dividend Achievers Target Income ETF
CIK 1739728
OVERLAND PARK, KS
All Filings in SDVD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 SDVD | $295,200 | 14,393 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 SDVD | $442,455 | 22,156 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SDVD | $426,836 | 19,839 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 SDVD | $346,849 | 15,723 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 SDVD | $325,703 | 14,798 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||