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
Download as csvQuarterly 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 |
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