Heron Financial Group, LLC First Tr ETF Viii Tcw Opportun Transaction History

Heron Financial Group, LLC

  • $185 Million
  • Q2 2023

A detailed history of Heron Financial Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Heron Financial Group, LLC holds 13,110 shares of FIXD stock, worth $573,038. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,110
Previous 14,250 8.0%
Holding current value
$573,038
Previous $642,000 9.81%
% of portfolio
0.31%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023
SELL
$44.02 - $45.59 $50,182 - $51,972
-1,140 Reduced 8.0%
13,110 $579,000
Q1 2023

Apr 19, 2023
BUY
$43.57 - $45.9 $401,933 - $423,427
9,225 Added 183.58%
14,250 $642,000
Q4 2022

Feb 14, 2023
BUY
$42.11 - $45.11 $211,602 - $226,677
5,025 New
5,025 $220,000

Others Institutions Holding FIXD

# of Institutions
353
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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