D First Tr Exchange-traded shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in D First Tr Exchange-traded
Tip: Access up to 7 years of quarterly data
All positions including D First Tr Exchange-traded held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in D First Tr Exchange-traded by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $176k | 11k | 15.97 |
| 2023-06-30 | $184k | 12k | 15.97 |
| 2023-03-31 | $160k | 10k | 15.96 |
| 2022-12-31 | $330k | 20k | 16.80 |
| 2022-09-30 | $400k | 24k | 16.72 |
| 2022-06-30 | $479k | 28k | 17.25 |
| 2022-03-31 | $7.9M | 413k | 19.02 |
| 2021-12-31 | $8.4M | 411k | 20.32 |
| 2021-09-30 | $7.1M | 349k | 20.47 |