Landmark Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History

Landmark Wealth Management, LLC

$226 Million
Q4 2024

A detailed history of Landmark Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 141,393 shares of FIXD stock, worth $6.21 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares

141,393

Previous 135,251 4.54%

Holding current value

$6.21 Million

Previous $6.12 Million 0.7%

% of portfolio

2.69%

Previous 2.66%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$42.84 - $45.38 $263,123 - $278,723	6,142 Added 4.54%	141,393 $6.08 Million
Q3 2024 Oct 30, 2024	BUY	$42.87 - $45.76 $89,555 - $95,592	2,089 Added 1.57%	135,251 $6.12 Million
Q2 2024 Jul 25, 2024	BUY	$42.01 - $43.6 $218,115 - $226,371	5,192 Added 4.06%	133,162 $5.73 Million
Q1 2024 Apr 24, 2024	BUY	$43.25 - $44.65 $299,765 - $309,469	6,931 Added 5.73%	127,970 $5.58 Million
Q4 2023 Jan 22, 2024	BUY	$40.92 - $44.8 $206,400 - $225,971	5,044 Added 4.35%	121,039 $5.4 Million
Q3 2023 Oct 13, 2023	BUY	$41.98 - $44.5 $131,649 - $139,552	3,136 Added 2.78%	115,995 $4.88 Million
Q2 2023 Jul 14, 2023	BUY	$44.02 - $45.59 $85,574 - $88,626	1,944 Added 1.75%	112,859 $4.99 Million
Q1 2023 Apr 17, 2023	BUY	$43.57 - $45.9 $462,103 - $486,815	10,606 Added 10.57%	110,915 $5 Million
Q4 2022 Jan 20, 2023	SELL	$42.11 - $45.11 $359,408 - $385,013	-8,535 Reduced 7.84%	100,309 $4.41 Million
Q3 2022 Oct 24, 2022	SELL	$43.21 - $47.71 $1.54 Million - $1.7 Million	-35,555 Reduced 24.62%	108,844 $4.74 Million
Q2 2022 Jul 21, 2022	SELL	$45.24 - $49.52 $1.09 Million - $1.2 Million	-24,178 Reduced 14.34%	144,399 $6.7 Million
Q1 2022 Apr 26, 2022	BUY	$49.18 - $52.9 $175,621 - $188,905	3,571 Added 2.16%	168,577 $8.36 Million
Q4 2021 Jan 27, 2022	BUY	$52.94 - $53.71 $8.74 Million - $8.86 Million	165,006 New	165,006 $9,000

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Account

Landmark Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History