Core Wealth Partners LLC First Tr ETF Viii Tcw Opportun Transaction History

Core Wealth Partners LLC

  • $165 Billion
  • Q3 2024

A detailed history of Core Wealth Partners LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Core Wealth Partners LLC holds 10,128 shares of FIXD stock, worth $434,592. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,128
Previous 16,208 37.51%
Holding current value
$434,592
Previous $698 Million 34.33%
% of portfolio
0.28%
Previous 0.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$42.87 - $45.76 $260,649 - $278,220
-6,080 Reduced 37.51%
10,128 $458 Million
Q2 2024

Aug 13, 2024
SELL
$42.01 - $43.6 $317,889 - $329,921
-7,567 Reduced 31.83%
16,208 $698 Million
Q1 2024

Apr 19, 2024
BUY
$43.25 - $44.65 $441,452 - $455,742
10,207 Added 75.23%
23,775 $1.04 Billion
Q4 2023

Feb 07, 2024
BUY
$40.92 - $44.8 $351,707 - $385,056
8,595 Added 172.83%
13,568 $605 Million
Q1 2023

May 11, 2023
BUY
$43.57 - $45.9 $216,673 - $228,260
4,973 New
4,973 $224 Million

Others Institutions Holding FIXD

# of Institutions
352
Shares Held
101M
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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