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

Bennett Associates Wealth Management

  • $121 Billion
  • Q4 2024

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 122,742 shares of FIXD stock, worth $5.29 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares
122,742
Previous 104,138 17.86%
Holding current value
$5.29 Million
Previous $4.71 Billion 11.95%
% of portfolio
4.38%
Previous 3.86%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
351
Shares Held
100M
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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