Envestnet Portfolio Solutions, Inc. First Tr ETF Viii Tcw Opportun Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 224,614 shares of FIXD stock, worth $9.74 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

224,614

Previous 287,975 22.0%

Holding current value

$9.74 Million

Previous $13 Million 25.92%

% of portfolio

0.03%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$42.84 - $45.38 $2.71 Million - $2.88 Million	-63,361 Reduced 22.0%	224,614 $9.65 Million
Q3 2024 Oct 31, 2024	BUY	$42.87 - $45.76 $141,942 - $151,511	3,311 Added 1.16%	287,975 $13 Million
Q2 2024 Jul 16, 2024	SELL	$42.01 - $43.6 $378,678 - $393,010	-9,014 Reduced 3.07%	284,664 $12.3 Million
Q1 2024 May 06, 2024	SELL	$43.25 - $44.65 $1.59 Million - $1.64 Million	-36,761 Reduced 11.12%	293,678 $12.8 Million
Q4 2023 Feb 07, 2024	SELL	$40.92 - $44.8 $1.26 Million - $1.38 Million	-30,853 Reduced 8.54%	330,439 $14.7 Million
Q3 2023 Nov 13, 2023	BUY	$41.98 - $44.5 $15.2 Million - $16.1 Million	361,292 New	361,292 $15.2 Million

Others Institutions Holding FIXD

# of Institutions

372

Shares Held

95.8M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. First Tr ETF Viii Tcw Opportun Transaction History