Beacon Financial Advisory LLC First Tr ETF Viii Tcw Opportun Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024

A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 7,022 shares of FIXD stock, worth $307,633. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,022
Previous 6,239 12.55%
Holding current value
$307,633
Previous $268,000 18.28%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 30, 2024
BUY
$42.87 - $45.76 $33,567 - $35,830
783 Added 12.55%
7,022 $317,000
Q2 2024

Jul 26, 2024
BUY
$42.01 - $43.6 $262,100 - $272,020
6,239 New
6,239 $268,000

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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