Stonebridge Financial Planning Group, LLC
Position in XMAR — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CIK 1802494
ORLANDO, FL
All Filings in XMAR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMAR | $218,646 | 5,400 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 XMAR | $215,622 | 5,400 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 XMAR | $211,804 | 5,400 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 XMAR | $206,782 | 5,400 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 XMAR | $233,490 | 6,450 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 XMAR | $323,491 | 9,115 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 XMAR | $315,114 | 9,115 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 XMAR | $216,849 | 6,450 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 XMAR | $253,340 | 7,705 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 XMAR | $291,720 | 9,220 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 XMAR | $316,477 | 10,060 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||