A detailed history of Le Clair Wealth Partners LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Le Clair Wealth Partners LLC holds 513,808 shares of FIXD stock, worth $22.5 Million. This represents 15.31% of its overall portfolio holdings.

Number of Shares
513,808
Previous 453,387 13.33%
Holding current value
$22.5 Million
Previous $19.9 Billion 13.46%
% of portfolio
15.31%
Previous 14.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$42.72 - $44.24 $2.58 Million - $2.67 Million
60,421 Added 13.33%
513,808 $22.6 Billion
Q1 2025

May 14, 2025

BUY
$42.4 - $44.11 $1.21 Million - $1.26 Million
28,614 Added 6.74%
453,387 $19.9 Billion
Q4 2024

Feb 14, 2025

BUY
$42.84 - $45.38 $18.2 Million - $19.3 Million
424,773 New
424,773 $18.3 Billion

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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

Track Le Clair Wealth Partners LLC Portfolio

Follow Le Clair Wealth Partners 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 Le Clair Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Le Clair Wealth Partners LLC with notifications on news.