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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Simplicity Wealth

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw unconstrai by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 298k 24.60

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

UBS Group
LPL Financial
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
Harbour Investments
Envestnet Asset Management
Advisor Group Holdings
Branch Banking & Trust Company
Commonwealth Equity Services
Aptus Capital Advisors
Apollon Wealth Management
Csenge Advisory Group
Larson Financial Group
Wagner Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai