Avantax Advisory Services, Inc. First Tr ETF Viii Tcw Opportun Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 521,279 shares of FIXD stock, worth $22.4 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
521,279
Previous 556,399 6.31%
Holding current value
$22.4 Million
Previous $24 Million 1.54%
% of portfolio
0.16%
Previous 0.17%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$42.87 - $45.76 $1.51 Million - $1.61 Million
-35,120 Reduced 6.31%
521,279 $23.6 Million
Q2 2024

Aug 09, 2024
SELL
$42.01 - $43.6 $865,111 - $897,854
-20,593 Reduced 3.57%
556,399 $24 Million
Q1 2024

May 08, 2024
BUY
$43.25 - $44.65 $2.52 Million - $2.6 Million
58,273 Added 11.23%
576,992 $25.2 Million
Q4 2023

Feb 07, 2024
BUY
$40.92 - $44.8 $6.31 Million - $6.91 Million
154,183 Added 42.3%
518,719 $23.1 Million
Q3 2023

Nov 07, 2023
SELL
$41.98 - $44.5 $545,781 - $578,544
-13,001 Reduced 3.44%
364,536 $15.3 Million
Q2 2023

Aug 11, 2023
BUY
$44.02 - $45.59 $2.4 Million - $2.49 Million
54,603 Added 16.91%
377,537 $16.7 Million
Q1 2023

Apr 28, 2023
BUY
$43.57 - $45.9 $1.54 Million - $1.62 Million
35,375 Added 12.3%
322,934 $14.6 Million
Q4 2022

Feb 13, 2023
BUY
$42.11 - $45.11 $2.48 Million - $2.66 Million
59,000 Added 25.81%
287,559 $12.6 Million
Q3 2022

Nov 01, 2022
SELL
$43.21 - $47.71 $48,438 - $53,482
-1,121 Reduced 0.49%
228,559 $9.95 Million
Q2 2022

Aug 02, 2022
SELL
$45.24 - $49.52 $961,214 - $1.05 Million
-21,247 Reduced 8.47%
229,680 $10.7 Million
Q1 2022

Apr 27, 2022
SELL
$49.18 - $52.9 $101,114 - $108,762
-2,056 Reduced 0.81%
250,927 $12.4 Million
Q4 2021

Jan 24, 2022
BUY
$52.94 - $53.71 $456,131 - $462,765
8,616 Added 3.53%
252,983 $13.5 Million
Q3 2021

Oct 21, 2021
SELL
$53.5 - $54.31 $870,712 - $883,895
-16,275 Reduced 6.24%
244,367 $13.1 Million
Q2 2021

Jul 29, 2021
BUY
$52.93 - $53.72 $2.72 Million - $2.76 Million
51,413 Added 24.57%
260,642 $14 Million
Q1 2021

May 13, 2021
BUY
$52.76 - $54.76 $817,885 - $848,889
15,502 Added 8.0%
209,229 $11.1 Million
Q4 2020

Jan 22, 2021
BUY
$54.65 - $55.37 $416,542 - $422,030
7,622 Added 4.1%
193,727 $10.6 Million
Q3 2020

Oct 14, 2020
BUY
$54.84 - $55.79 $1.54 Million - $1.57 Million
28,066 Added 17.76%
186,105 $10.2 Million
Q2 2020

Aug 06, 2020
BUY
$52.84 - $54.79 $454,793 - $471,577
8,607 Added 5.76%
158,039 $8.65 Million
Q1 2020

Apr 30, 2020
BUY
$49.68 - $54.3 $3.97 Million - $4.34 Million
79,886 Added 114.87%
149,432 $7.88 Million
Q4 2019

Feb 14, 2020
BUY
$51.59 - $53.1 $3.35 Million - $3.45 Million
64,940 Added 1409.9%
69,546 $3.6 Million
Q3 2019

Nov 08, 2019
BUY
$51.56 - $53.21 $237,485 - $245,085
4,606 New
4,606 $242,000

Others Institutions Holding FIXD

# of Institutions
351
Shares Held
101M
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email