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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $403k 16k 24.60
2023-12-31 $406k 16k 24.74
2023-09-30 $392k 16k 23.90
2023-06-30 $396k 16k 24.17
2023-03-31 $397k 16k 24.21

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Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
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Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Total Wealth Planning

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

UBS Group
Bank of America Corporation
Harbour Investments
Royal Bank of Canada
Tolleson Wealth Management
Commonwealth Equity Services
Larson Financial Group
Branch Banking & Trust Company
Wagner Wealth Management
Colony
Advisor Group Holdings
Apollon Wealth Management
Visionary Wealth Advisors
EdgeRock Capital
Great Point Wealth Advisors

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