A detailed history of Keystone Wealth Services, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 43,140 shares of FIXD stock, worth $1.85 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
43,140
Previous 42,655 1.14%
Holding current value
$1.85 Million
Previous $1.84 Million 6.26%
% of portfolio
0.58%
Previous 0.62%

Shares

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

Oct 15, 2024

BUY
$42.87 - $45.76 $20,791 - $22,193
485 Added 1.14%
43,140 $1.95 Million
Q2 2024

Jul 12, 2024

BUY
$42.01 - $43.6 $38,271 - $39,719
911 Added 2.18%
42,655 $1.84 Million
Q1 2024

Apr 12, 2024

BUY
$43.25 - $44.65 $231,560 - $239,056
5,354 Added 14.71%
41,744 $1.82 Million
Q4 2023

Jan 17, 2024

BUY
$40.92 - $44.8 $128,857 - $141,075
3,149 Added 9.47%
36,390 $1.62 Million
Q3 2023

Oct 05, 2023

BUY
$41.98 - $44.5 $1.4 Million - $1.48 Million
33,241 New
33,241 $1.4 Million

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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