First Tr Exchng Traded Fd Vi tcw opportunis shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in First Tr Exchng Traded Fd Vi tcw opportunis
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Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw opportunis by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $443k | 10k | 43.60 |
| 2023-12-31 | $450k | 10k | 44.60 |
| 2023-09-30 | $440k | 11k | 42.06 |
| 2023-06-30 | $470k | 11k | 44.17 |
| 2023-03-31 | $508k | 11k | 45.06 |
| 2022-12-31 | $511k | 12k | 43.92 |
| 2022-09-30 | $673k | 16k | 43.49 |
| 2022-06-30 | $756k | 16k | 46.33 |
| 2022-03-31 | $815k | 17k | 47.49 |
| 2021-12-31 | $763k | 14k | 53.19 |
| 2021-09-30 | $806k | 15k | 53.51 |
| 2021-06-30 | $738k | 14k | 53.58 |
| 2021-03-31 | $501k | 9.5k | 52.88 |
| 2020-12-31 | $300k | 5.5k | 54.60 |
| 2020-09-30 | $139k | 2.5k | 54.68 |
| 2020-06-30 | $146k | 2.7k | 54.58 |
| 2020-03-31 | $112k | 2.1k | 52.63 |
| 2019-12-31 | $2.4M | 46k | 51.81 |
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