Worth Financial Advisory Group, LLC First Tr ETF Viii Tcw Opportun Transaction History

Worth Financial Advisory Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	BUY	$40.92 - $44.8 $204,149 - $223,507	4,989 Added 28.9%	22,249 $992 Million
Q3 2023 Oct 13, 2023	BUY	$41.98 - $44.5 $139,751 - $148,140	3,329 Added 23.9%	17,260 $726 Million
Q2 2023 Jul 28, 2023	BUY	$44.02 - $45.59 $1,100 - $1,139	25 Added 0.18%	13,931 $615 Million
Q1 2023 Apr 19, 2023	BUY	$43.57 - $45.9 $407,466 - $429,256	9,352 Added 205.36%	13,906 $627 Million
Q4 2022 Feb 13, 2023	BUY	$42.11 - $45.11 $191,768 - $205,430	4,554 New	4,554 $200 Million

352

101M

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