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D First Tr Exchange-traded shares owned by Consultiva Wealth Management, Corp.

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Consultiva Wealth Management, Corp. from 13F filings

Historical chart of Consultiva Wealth Management, Corp. investment in D First Tr Exchange-traded

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All positions including D First Tr Exchange-traded held by Consultiva Wealth Management, Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D First Tr Exchange-traded by Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2026-06-30 $34k 1.9k 17.88

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Vanguard Index Fds Small Cp Etf (VB)
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American Express Company (AXP)
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Ge Aerospace Com New (GE)
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Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for Consultiva Wealth Management, Corp.

Top funds holding D First Tr Exchange-traded

Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Bank of America Corporation
Ameriprise Financial
HighTower Advisors
Cetera Investment Advisers
Stifel Financial
Envestnet Asset Management
Kestra Advisory Services
MAI Wealth Advisors
Advisor Group Holdings
Advisory Alpha

View all funds holding D First Tr Exchange-traded