A detailed history of Avidian Wealth Solutions, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 5,503 shares of FIXD stock, worth $238,224. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,503
Previous 5,185 6.13%
Holding current value
$238,224
Previous $223,000 11.21%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

BUY
$42.87 - $45.76 $13,632 - $14,551
318 Added 6.13%
5,503 $248,000
Q2 2024

Aug 06, 2024

BUY
$42.01 - $43.6 $798 - $828
19 Added 0.37%
5,185 $223,000
Q1 2024

May 03, 2024

SELL
$43.25 - $44.65 $70,194 - $72,466
-1,623 Reduced 23.91%
5,166 $225,000
Q4 2023

Feb 06, 2024

SELL
$40.92 - $44.8 $594,772 - $651,168
-14,535 Reduced 68.16%
6,789 $302,000
Q3 2023

Oct 13, 2023

SELL
$41.98 - $44.5 $30,141 - $31,951
-718 Reduced 3.26%
21,324 $896,000
Q2 2023

Aug 03, 2023

SELL
$44.02 - $45.59 $13,073 - $13,540
-297 Reduced 1.33%
22,042 $973,000
Q1 2023

May 08, 2023

BUY
$43.57 - $45.9 $973,310 - $1.03 Million
22,339 New
22,339 $1.01 Million
Q4 2021

Feb 14, 2022

SELL
$52.94 - $53.71 $231,294 - $234,658
-4,369 Closed
0 $0
Q3 2021

Nov 10, 2021

BUY
$53.5 - $54.31 $24,717 - $25,091
462 Added 11.82%
4,369 $234,000
Q1 2021

May 05, 2021

BUY
$52.76 - $54.76 $206,133 - $213,947
3,907 New
3,907 $206,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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