Avidian Wealth Solutions, LLC First Tr ETF Viii Tcw Opportun Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

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 $240,701. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,503
Previous 5,185 6.13%
Holding current value
$240,701
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

# of Institutions
352
Shares Held
98.3M
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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