First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Twin Peaks Wealth Advisors
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Twin Peaks Wealth Advisors
from 13F filings
Historical chart of Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors 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 | $11M | 252k | 45.24 |
2024-06-30 | $11M | 246k | 43.05 |
2024-03-31 | $11M | 256k | 43.60 |
2023-12-31 | $8.5M | 192k | 44.61 |
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