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

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

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 72,993 shares of FIXD stock, worth $3.17 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

72,993

Previous 84,172 13.28%

Holding current value

$3.17 Million

Previous $3.81 Billion 17.63%

% of portfolio

0.08%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

354

Shares Held

100M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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