HBK Sorce Advisory LLC
Position in XMAR — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CIK 1379995
ERIE, PA
All Filings in XMAR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMAR | $1,358,965 | 33,563 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 XMAR | $1,321,283 | 33,090 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 XMAR | $1,402,261 | 35,751 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 XMAR | $1,479,986 | 38,649 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 XMAR | $1,420,157 | 38,649 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 XMAR | $1,442,389 | 39,845 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 XMAR | $1,447,779 | 40,794 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XMAR | $1,445,275 | 41,806 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 XMAR | $1,372,435 | 40,822 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 XMAR | $1,193,872 | 36,310 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 XMAR | $1,148,848 | 36,310 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 XMAR | $1,092,130 | 34,716 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 XMAR | $455,465 | 15,017 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||