Schulz Wealth, LTD.
Position in SDVD — FT Vest SMID Rising Dividend Achievers Target Income ETF
CIK 2011780
MANSFIELD, TX
All Filings in SDVD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SDVD | $547,233 | 23,700 | Shares | Sole | 2026-08-26 | |
| 2024-09-30 SDVD | $522,822 | 23,700 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 SDVD | $493,078 | 23,700 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 SDVD | $521,637 | 23,700 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||