Corient Private Wealth LLC
Position in XSEP — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
CIK 1948780
MIAMI, FL
All Filings in XSEP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 XSEP | $275,311 | 6,200 | Shares | Sole | 2026-08-27 | |
| 2025-06-30 XSEP | $251,775 | 6,200 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 XSEP | $239,729 | 6,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 XSEP | $241,223 | 6,200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 XSEP | $237,869 | 6,200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XSEP | $233,833 | 6,200 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 XSEP | $229,679 | 6,200 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 XSEP | $222,505 | 6,200 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||