Concurrent Investment Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 65,258 shares of FIXD stock, worth $2.96 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
65,258
Previous 195,241 66.58%
Holding current value
$2.96 Million
Previous $8.51 Billion 67.0%
% of portfolio
0.09%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$42.01 - $43.6 $5.46 Million - $5.67 Million
-129,983 Reduced 66.58%
65,258 $2.81 Billion
Q1 2024

May 07, 2024
BUY
$43.25 - $44.65 $84,034 - $86,754
1,943 Added 1.01%
195,241 $8.51 Billion
Q4 2023

Apr 15, 2024
BUY
$40.92 - $44.8 $7.91 Million - $8.66 Million
193,298 New
193,298 $8.62 Billion

Others Institutions Holding FIXD

# of Institutions
357
Shares Held
97.3M
Call Options Held
0
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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