Guided Capital Wealth Management, LLC DEED Holdings History
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 $20.89, Guided Capital Wealth Management, LLC's estimated gain on his DEED holdings is $-34,562.00, reflecting a -0.51% gain to date.
Guided Capital Wealth Management, LLC DEED ($20.89) Holding Chart
Guided Capital Wealth Management, LLC DEED ($20.89) 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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