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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by SilverOak Wealth Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by SilverOak Wealth Management from 13F filings

Historical chart of SilverOak Wealth Management 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 SilverOak Wealth Management 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 SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 26k 43.60
2023-12-31 $1.1M 25k 44.61

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
H.B. Fuller Company (FUL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Grw Etf (IWF)
CMS Energy Corporation (CMS)

View all positions for SilverOak Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

Morgan Stanley
LPL Financial
Wells Fargo & Company
Signature Estate and Investment Advisors
UBS Group
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Coppell Advisory Solutions Corp.
Pine Valley Investments Ltd Liability
LVZ Advisors
Citadel Advisors
Bank of America Corporation
Allen Capital Group
Advisor Group Holdings

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