Octavia Wealth Advisors, LLC
Position in XMAR — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CIK 1841259
CINCINNATI, OH
All Filings in XMAR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMAR | $948,356 | 23,422 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 XMAR | $935,240 | 23,422 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 XMAR | $973,593 | 24,822 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 XMAR | $896,898 | 23,422 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 XMAR | $860,641 | 23,422 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 XMAR | $847,876 | 23,422 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 XMAR | $863,294 | 24,325 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 XMAR | $898,915 | 26,002 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 XMAR | $874,187 | 26,002 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 XMAR | $888,055 | 27,009 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 XMAR | $898,860 | 28,409 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 XMAR | $891,925 | 28,352 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 XMAR | $900,588 | 29,693 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||