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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw opportunis by ShoreHaven Wealth Partners

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