Altus Wealth Group LLC First Tr ETF Viii Tcw Opportun Transaction History

Altus Wealth Group LLC

  • $197 Million
  • Q1 2024

A detailed history of Altus Wealth Group LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Altus Wealth Group LLC holds 9,021 shares of FIXD stock, worth $387,632. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,021
Previous 28,429 68.27%
Holding current value
$387,632
Previous $1.27 Million 68.98%
% of portfolio
0.2%
Previous 0.71%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$43.25 - $44.65 $839,396 - $866,567
-19,408 Reduced 68.27%
9,021 $393,000
Q4 2023

Jan 29, 2024
SELL
$40.92 - $44.8 $25,493 - $27,910
-623 Reduced 2.14%
28,429 $1.27 Million
Q3 2023

Nov 13, 2023
SELL
$41.98 - $44.5 $8,857 - $9,389
-211 Reduced 0.72%
29,052 $1.22 Million
Q2 2023

Aug 03, 2023
SELL
$44.02 - $45.59 $48,862 - $50,604
-1,110 Reduced 3.65%
29,263 $1.29 Million
Q1 2023

May 01, 2023
BUY
$43.57 - $45.9 $537,174 - $565,901
12,329 Added 68.33%
30,373 $1.37 Million
Q4 2022

Jan 18, 2023
BUY
$42.36 - $45.11 $262,250 - $279,276
6,191 Added 52.23%
18,044 $0
Q2 2022

Aug 10, 2022
BUY
$45.24 - $49.52 $66,502 - $72,794
1,470 Added 14.16%
11,853 $635,000
Q1 2022

May 09, 2022
SELL
$49.18 - $52.9 $52,327 - $56,285
-1,064 Reduced 9.3%
10,383 $515,000
Q4 2021

Feb 14, 2022
SELL
$52.94 - $53.71 $21,493 - $21,806
-406 Reduced 3.43%
11,447 $609,000
Q3 2021

Nov 08, 2021
SELL
$53.5 - $54.31 $81,801 - $83,039
-1,529 Reduced 11.43%
11,853 $635,000
Q2 2021

Aug 12, 2021
SELL
$52.93 - $53.72 $24,612 - $24,979
-465 Reduced 3.36%
13,382 $718,000
Q1 2021

May 14, 2021
BUY
$52.76 - $54.76 $122,192 - $126,824
2,316 Added 20.08%
13,847 $738,000
Q4 2020

Feb 12, 2021
BUY
$54.65 - $55.37 $630,169 - $638,471
11,531 New
11,531 $631,000

Others Institutions Holding FIXD

# of Institutions
360
Shares Held
99.2M
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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