Concurrent Investment Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 63,037 shares of FIXD stock, worth $2.73 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

63,037

Previous 72,993 13.64%

Holding current value

$2.73 Million

Previous $3.14 Billion 11.89%

% of portfolio

0.07%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$42.4 - $44.11 $422,134 - $439,159	-9,956 Reduced 13.64%	63,037 $2.76 Billion
Q4 2024 Feb 03, 2025	SELL	$42.84 - $45.38 $478,908 - $507,303	-11,179 Reduced 13.28%	72,993 $3.14 Billion
Q3 2024 Oct 30, 2024	BUY	$42.87 - $45.76 $810,843 - $865,504	18,914 Added 28.98%	84,172 $3.81 Billion
Q2 2024 Jul 30, 2024	SELL	$42.01 - $43.6 $5.46 Million - $5.67 Million	-129,983 Reduced 66.58%	65,258 $2.81 Billion
Q1 2024 May 07, 2024	BUY	$43.25 - $44.65 $84,034 - $86,754	1,943 Added 1.01%	195,241 $8.51 Billion
Q4 2023 Apr 15, 2024	BUY	$40.92 - $44.8 $7.91 Million - $8.66 Million	193,298 New	193,298 $8.62 Billion

Others Institutions Holding FIXD

# of Institutions

369

Shares Held

79.8M

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

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Concurrent Investment Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History