Clearstead Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Clearstead Advisors, LLC holds 9,511 shares of FIXD stock, worth $415,916. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,511
Previous 69,169 86.25%
Holding current value
$415,916
Previous $3.13 Million 86.96%
% of portfolio
0.01%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$42.84 - $45.38 $2.56 Million - $2.71 Million
-59,658 Reduced 86.25%
9,511 $408,000
Q3 2024

Nov 13, 2024
BUY
$42.87 - $45.76 $496,305 - $529,763
11,577 Added 20.1%
69,169 $3.13 Million
Q2 2024

Aug 09, 2024
BUY
$42.01 - $43.6 $2.42 Million - $2.51 Million
57,592 New
57,592 $2.48 Million
Q4 2020

Feb 11, 2021
SELL
$54.65 - $55.37 $48,092 - $48,725
-880 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$54.84 - $55.79 $48,259 - $49,095
880 New
880 $48,000

Others Institutions Holding FIXD

# of Institutions
380
Shares Held
94.5M
Call Options Held
8.5K
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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