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

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

Historical chart of Octavia 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 Octavia 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $620k 25k 24.60
2023-12-31 $12M 483k 24.74
2023-09-30 $11M 472k 23.90
2023-06-30 $11M 462k 24.17
2023-03-31 $11M 434k 24.21
2022-12-31 $9.1M 379k 24.11
2022-09-30 $8.0M 337k 23.82
2022-06-30 $7.8M 321k 24.37