Avantra Family Wealth, Inc.
Position in YSEP — FT Vest International Equity Moderate Buffer ETF - September
CIK 1774744
MECHANICSBURG, PA
All Filings in YSEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 YSEP | $1,480,881 | 56,587 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 YSEP | $1,446,173 | 55,590 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 YSEP | $1,390,566 | 54,532 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 YSEP | $3,823,187 | 156,688 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||