Bennett Associates Wealth Management First Tr ETF Viii Tcw Opportun Transaction History

Bennett Associates Wealth Management

$130 Billion
Q2 2025

A detailed history of Bennett Associates Wealth Management transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Bennett Associates Wealth Management holds 119,006 shares of FIXD stock, worth $5.23 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares

119,006

Previous 127,807 6.89%

Holding current value

$5.23 Million

Previous $5.6 Billion 6.78%

% of portfolio

4.02%

Previous 4.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$42.72 - $44.24 $375,978 - $389,356	-8,801 Reduced 6.89%	119,006 $5.22 Billion
Q1 2025 Apr 09, 2025	BUY	$42.4 - $44.11 $214,756 - $223,417	5,065 Added 4.13%	127,807 $5.6 Billion
Q4 2024 Jan 14, 2025	BUY	$42.84 - $45.38 $796,995 - $844,249	18,604 Added 17.86%	122,742 $5.27 Billion
Q3 2024 Nov 07, 2024	SELL	$42.87 - $45.76 $1.92 Million - $2.05 Million	-44,794 Reduced 30.08%	104,138 $4.71 Billion
Q2 2024 Jul 16, 2024	BUY	$42.01 - $43.6 $480,846 - $499,045	11,446 Added 8.33%	148,932 $6.41 Billion
Q1 2024 Apr 22, 2024	BUY	$43.25 - $44.65 $354,477 - $365,951	8,196 Added 6.34%	137,486 $5.99 Billion
Q4 2023 Feb 14, 2024	BUY	$40.92 - $44.8 $5.29 Million - $5.79 Million	129,290 New	129,290 $5.77 Billion

Others Institutions Holding FIXD

# of Institutions

358

Shares Held

75.9M

Call Options Held

33.7K

Put Options Held

21.1K

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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Bennett Associates Wealth Management First Tr ETF Viii Tcw Opportun Transaction History