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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Merkkuri Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Merkkuri Wealth Advisors from 13F filings

Historical chart of Merkkuri Wealth Advisors investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw unconstrai by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $439k 18k 25.13
2024-06-30 $420k 17k 24.45

More positions owned by Merkkuri Wealth Advisors

Schwab Us Dividend Equity Etf Equities (SCHD)
Spdr Portfolio S&p 500 Etf Equities (SPLG)
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)
Ishares Trust Core Msci Eafe Etf Equities (IEFA)
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)
Fidelity Total Bond Etf Equities (FBND)
Ishares Core S&p Us Growth Etf Equities (IUSG)
Ishares Core S&p 500 Etf Equities (IVV)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Equities (RSP)
J P Morgan Exchange Traded Fd Equity Premium Equities (JEPI)
Nvidia Corporation Equities (NVDA)
Ishares Core Us Aggregate Bond Etf Equities (AGG)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares Tr Core Total Usd Equities (IUSB)
Ishares Core Msci Emerging Markets Etf Equities (IEMG)

View all positions for Merkkuri Wealth Advisors

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Morgan Stanley
Bank of America Corporation
Harbour Investments
Royal Bank of Canada
Envestnet Asset Management
HighTower Advisors
Wagner Wealth Management
Commonwealth Equity Services
Branch Banking & Trust Company
Apollon Wealth Management
Aptus Capital Advisors
Csenge Advisory Group
Morling Financial Advisors
IFP Advisors

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai