First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management 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 Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $337k | 13k | 25.13 |
2024-06-30 | $303k | 12k | 24.45 |
2024-03-31 | $326k | 13k | 24.60 |
2023-12-31 | $440k | 18k | 24.74 |
2023-09-30 | $433k | 18k | 23.90 |
2023-06-30 | $446k | 18k | 24.17 |
2023-03-31 | $463k | 19k | 24.21 |
2022-12-31 | $465k | 19k | 24.11 |
2022-09-30 | $460k | 19k | 23.84 |
2022-06-30 | $477k | 20k | 24.51 |
2022-03-31 | $520k | 20k | 25.53 |
2021-12-31 | $550k | 21k | 26.37 |
2021-09-30 | $581k | 22k | 26.60 |
2021-06-30 | $573k | 22k | 26.68 |
2021-03-31 | $598k | 23k | 26.63 |
2020-12-31 | $650k | 24k | 26.70 |
2020-09-30 | $638k | 24k | 26.22 |
2020-06-30 | $607k | 24k | 25.73 |
2020-03-31 | $565k | 23k | 24.16 |
2019-12-31 | $873k | 34k | 25.87 |
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