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 104,768 shares of FIXD stock, worth $4.54 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
104,768
Previous 107,596 2.63%
Holding current value
$4.54 Million
Previous $4.61 Billion 2.76%
% of portfolio
1.63%
Previous 1.58%

Shares

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

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
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