D First Tr Exchange-traded shares owned by PCG Wealth Advisors
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by PCG Wealth Advisors
from 13F filings
Historical chart of PCG Wealth Advisors investment in D First Tr Exchange-traded
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All positions including D First Tr Exchange-traded held by PCG Wealth Advisors 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 PCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 65k | 17.70 |
| 2024-09-30 | $423k | 23k | 18.10 |
| 2024-06-30 | $390k | 23k | 17.36 |
| 2024-03-31 | $386k | 22k | 17.32 |
| 2023-12-31 | $369k | 22k | 16.86 |
| 2023-09-30 | $332k | 21k | 15.97 |
| 2023-06-30 | $1.6M | 103k | 15.97 |
| 2023-03-31 | $1.7M | 105k | 15.96 |
| 2022-12-31 | $1.7M | 102k | 16.80 |