A detailed history of Gps Wealth Strategies Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 1,965 shares of FIXD stock, worth $89,839. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,965
Previous 3,465 43.29%
Holding current value
$89,839
Previous $151,000 44.37%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$42.01 - $43.6 $63,015 - $65,400
-1,500 Reduced 43.29%
1,965 $84,000
Q1 2024

Apr 30, 2024

BUY
$43.25 - $44.65 $8,563 - $8,840
198 Added 6.06%
3,465 $151,000
Q4 2023

Jan 12, 2024

SELL
$40.92 - $44.8 $58,311 - $63,839
-1,425 Reduced 30.37%
3,267 $145,000
Q2 2023

Jul 17, 2023

SELL
$44.02 - $45.59 $704 - $729
-16 Reduced 0.34%
4,692 $207,000
Q1 2023

Apr 17, 2023

BUY
$43.57 - $45.9 $205,127 - $216,097
4,708 New
4,708 $212,000
Q3 2022

Oct 17, 2022

SELL
$43.21 - $47.71 $17,932 - $19,799
-415 Reduced 5.58%
7,022 $306,000
Q2 2022

Jul 19, 2022

BUY
$45.24 - $49.52 $95,411 - $104,437
2,109 Added 39.58%
7,437 $345,000
Q1 2022

Apr 20, 2022

BUY
$49.18 - $52.9 $7,868 - $8,464
160 Added 3.1%
5,328 $264,000
Q3 2021

Oct 20, 2021

BUY
$53.5 - $54.31 $55,800 - $56,645
1,043 Added 25.28%
5,168 $277,000
Q2 2021

Jul 19, 2021

SELL
$52.93 - $53.72 $44,514 - $45,178
-841 Reduced 16.94%
4,125 $221,000
Q1 2021

Apr 15, 2021

BUY
$52.76 - $54.76 $262,006 - $271,938
4,966 New
4,966 $262,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
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