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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 10k 25.17
2025-06-30 $294k 12k 24.89