First Tr Exchng Traded Fd Vi tcw opportunis shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth 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 TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $857k | 20k | 42.97 |
| 2024-09-30 | $1.2M | 27k | 45.24 |
| 2024-06-30 | $1.2M | 28k | 43.05 |
| 2024-03-31 | $1.3M | 30k | 43.60 |
| 2023-12-31 | $1.2M | 27k | 44.61 |
| 2023-09-30 | $1.2M | 29k | 42.05 |
| 2023-06-30 | $973k | 22k | 44.17 |
| 2023-03-31 | $625k | 14k | 45.06 |
| 2022-12-31 | $525k | 12k | 43.92 |
| 2022-09-30 | $541k | 12k | 43.50 |
| 2022-06-30 | $513k | 11k | 46.38 |
| 2022-03-31 | $435k | 8.2k | 53.22 |
| 2021-12-31 | $435k | 8.2k | 53.22 |
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