TCFG WEALTH MANAGEMENT, LLC
Position in XISE — FT Vest U.S. Equity Buffer & Premium Income ETF - September
CIK 1548059
LAGUNA NIGUEL, CA
All Filings in XISE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XISE | $242,059 | 8,077 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 XISE | $243,352 | 8,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 XISE | $241,943 | 8,005 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 XISE | $223,597 | 7,346 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 XISE | $213,632 | 7,109 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 XISE | $211,752 | 6,992 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 XISE | $208,353 | 6,890 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||