Sequent Planning LLC First Tr ETF Viii Tcw Opportun Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Sequent Planning LLC holds 105,409 shares of FIXD stock, worth $4.63 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
105,409
Previous 105,928 0.49%
Holding current value
$4.63 Million
Previous $4.55 Billion 1.52%
% of portfolio
1.66%
Previous 1.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$42.4 - $44.11 $22,005 - $22,893
-519 Reduced 0.49%
105,409 $4.62 Billion
Q4 2024

Feb 11, 2025
BUY
$42.84 - $45.38 $49,694 - $52,640
1,160 Added 1.11%
105,928 $4.55 Billion
Q3 2024

Nov 14, 2024
SELL
$42.87 - $45.76 $121,236 - $129,409
-2,828 Reduced 2.63%
104,768 $4.74 Billion
Q2 2024

Aug 12, 2024
BUY
$42.01 - $43.6 $487,442 - $505,890
11,603 Added 12.09%
107,596 $4.61 Billion
Q1 2024

May 14, 2024
BUY
$43.25 - $44.65 $4.15 Million - $4.29 Million
95,993 New
95,993 $4.19 Billion

Others Institutions Holding FIXD

# of Institutions
370
Shares Held
79.7M
Call Options Held
33.7K
Put Options Held
21.1K
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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