A detailed history of Herold Advisors, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Herold Advisors, Inc. holds 6,536 shares of FIXD stock, worth $282,420. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,536
Holding current value
$282,420
% of portfolio
0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$43.25 - $44.65 $282,682 - $291,832
6,536 New
6,536 $284,000
Q3 2023

Nov 08, 2023

BUY
$41.98 - $44.5 $31,736 - $33,642
756 Added 5.33%
14,940 $628,000
Q2 2023

Jul 14, 2023

BUY
$44.02 - $45.59 $624,379 - $646,648
14,184 New
14,184 $626,000
Q2 2022

Jul 15, 2022

SELL
$45.24 - $49.52 $180,960 - $198,080
-4,000 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$53.5 - $54.31 $214,000 - $217,240
4,000 New
4,000 $214,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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