Laidlaw Wealth Management LLC First Tr ETF Viii Tcw Opportun Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 46,695 shares of FIXD stock, worth $2.05 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

46,695

Previous 46,846 0.32%

Holding current value

$2.05 Million

Previous $2.12 Million 5.33%

% of portfolio

0.75%

Previous 1.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$42.84 - $45.38 $6,468 - $6,852	-151 Reduced 0.32%	46,695 $2.01 Million
Q3 2024 Nov 12, 2024	BUY	$42.87 - $45.76 $104,345 - $111,379	2,434 Added 5.48%	46,846 $2.12 Million
Q2 2024 Aug 01, 2024	BUY	$42.01 - $43.6 $70,198 - $72,855	1,671 Added 3.91%	44,412 $1.91 Million
Q1 2024 May 15, 2024	BUY	$43.25 - $44.65 $181,909 - $187,797	4,206 Added 10.91%	42,741 $1.86 Million
Q4 2023 Feb 12, 2024	SELL	$40.92 - $44.8 $44,275 - $48,473	-1,082 Reduced 2.73%	38,535 $1.72 Million
Q3 2023 Nov 13, 2023	BUY	$41.98 - $44.5 $1.66 Million - $1.76 Million	39,617 New	39,617 $1.67 Million

Others Institutions Holding FIXD

# of Institutions

380

Shares Held

94.6M

Call Options Held

8.5K

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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Laidlaw Wealth Management LLC First Tr ETF Viii Tcw Opportun Transaction History