Number of Shares
309,265.00
Current Holdings Value*
$6.54 Mil
% of Portfolio
5.04%
Total Estimate Gain
$-7,099.26
% of Total Estimate Gain
-0.11%

Guided Capital Wealth Management, LLC's First Trust TCW Securitized Plus ETF Holding Summary

As of 2025-06-30, Guided Capital Wealth Management, LLC held 309,265.00 shares of First Trust TCW Securitized Plus ETF(DEED), totaling $6.54 Mil. This investment constitutes 5.04% of their stock portfolio, and Guided Capital Wealth Management, LLC now holds 9.23% of the outstanding First Trust TCW Securitized Plus ETF(DEED) stock.

The initial trade took place in 2024Q4. And since then Guided Capital Wealth Management, LLC has made 1 purchases of DEED, at an average price of $21.00, for a total of 320,145.00 shares. In addition, there have been 1 sales at an average price of $20.95 for 10,880.00 shares. Based on historical transaction data and DEED's current price of $20.98, Guided Capital Wealth Management, LLC's estimated gain on his DEED holdings is $-7,099.26, reflecting a -0.11% gain to date.

Guided Capital Wealth Management, LLC DEED ($20.98) Holding Chart

Guided Capital Wealth Management, LLC DEED ($20.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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