A detailed history of Icon Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 8,425 shares of FIXD stock, worth $365,476. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,425
Holding current value
$365,476
% of portfolio
0.01%

Shares

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

Nov 14, 2024

SELL
$42.87 - $45.76 $254,733 - $271,905
-5,942 Reduced 70.53%
2,483 $112,000
Q3 2024

Nov 12, 2024

BUY
$42.87 - $45.76 $361,179 - $385,528
8,425 New
8,425 $381,000
Q3 2022

Jan 25, 2023

BUY
$43.21 - $47.71 $161,173 - $177,958
3,730 New
3,730 $162,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.