Milestone Asset Management, LLC First Tr ETF Viii Tcw Opportun Transaction History

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025

A detailed history of Milestone Asset Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Milestone Asset Management, LLC holds 14,769 shares of FIXD stock, worth $660,617. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,769
Holding current value
$660,617
% of portfolio
0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$43.36 - $44.8 $640,383 - $661,651
14,769 New
14,769 $656 Million
Q4 2024

Jan 23, 2025
BUY
$42.84 - $45.38 $62,203 - $65,891
1,452 Added 11.76%
13,800 $593 Million
Q3 2024

Oct 25, 2024
BUY
$42.87 - $45.76 $37,639 - $40,177
878 Added 7.65%
12,348 $559 Million
Q2 2024

Jul 19, 2024
BUY
$42.01 - $43.6 $94,942 - $98,536
2,260 Added 24.54%
11,470 $494 Million
Q1 2024

Apr 23, 2024
BUY
$43.25 - $44.65 $398,332 - $411,226
9,210 New
9,210 $402 Million

Others Institutions Holding FIXD

# of Institutions
351
Shares Held
68.3M
Call Options Held
34.8K
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW OPPORTUN

FIXD Quotes by TradingView
  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
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