First Tr Exchng Traded Fd Vi tcw opportunis shares owned by ShoreHaven Wealth Partners
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by ShoreHaven Wealth Partners
from 13F filings
Historical chart of ShoreHaven Wealth Partners investment in First Tr Exchng Traded Fd Vi tcw opportunis
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All positions including First Tr Exchng Traded Fd Vi tcw opportunis held by ShoreHaven Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $304k | 6.7k | 45.24 |
2024-06-30 | $287k | 6.7k | 43.05 |
2024-03-31 | $484k | 11k | 43.60 |
2023-12-31 | $490k | 11k | 44.60 |
2023-09-30 | $457k | 11k | 42.05 |
2023-06-30 | $464k | 11k | 44.17 |
2023-03-31 | $422k | 9.4k | 45.06 |
2022-12-31 | $397k | 9.0k | 43.92 |
2022-09-30 | $359k | 8.3k | 43.43 |
2022-06-30 | $392k | 8.5k | 46.29 |
2022-03-31 | $417k | 8.4k | 49.57 |
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