Oliver Lagore Vanvalin Investment Group’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$267	Hold	7	–	–	﹤0.01%	640
2024 Q3	$261	Hold	7	–	–	﹤0.01%	638
2024 Q2	$252	Hold	7	–	–	﹤0.01%	681
2024 Q1	$244	Hold	7	–	–	﹤0.01%	687
2023 Q4	$237	Hold	7	–	–	﹤0.01%	712
2023 Q3	$225	Sell	7 -10	-59%	-$324	﹤0.01%	795
2023 Q2	$549	Buy	+17	New	+$534	﹤0.01%	712

Other funds holding DMAR

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HAM

Hickory Asset Management Concord, Ohio $121M AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DMAR Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its FT Vest US Equity Deep Buffer ETF March (DMAR) position steady in Q4 2024 at 7 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Oliver Lagore Vanvalin Investment Group first reported a position in DMAR in Q2 2023 and has held it in 7 quarters since. The position peaked at $549 in Q2 2023. 91 funds tracked by Wall St. Rank hold DMAR as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 7 shares of FT Vest US Equity Deep Buffer ETF March worth $267 as of Q4 2024.
Oliver Lagore Vanvalin Investment Group left its FT Vest US Equity Deep Buffer ETF March share count unchanged in Q4 2024.
FT Vest US Equity Deep Buffer ETF March made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #640 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's FT Vest US Equity Deep Buffer ETF March position peaked at $549 in Q2 2023.
91 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.