Long Run Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Long Run Wealth Advisors, LLC

$392 Million
Q2 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 826,551 shares of FIXD stock, worth $37.5 Million. This represents 9.07% of its overall portfolio holdings.

Number of Shares

826,551

Previous 729,628 13.28%

Holding current value

$37.5 Million

Previous $31.8 Million 11.86%

% of portfolio

9.07%

Previous 8.44%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$42.01 - $43.6 $4.07 Million - $4.23 Million	96,923 Added 13.28%	826,551 $35.6 Million
Q1 2024 Apr 24, 2024	BUY	$43.25 - $44.65 $1.49 Million - $1.53 Million	34,360 Added 4.94%	729,628 $31.8 Million
Q4 2023 Jan 10, 2024	BUY	$40.92 - $44.8 $523,448 - $573,081	12,792 Added 1.87%	695,268 $31 Million
Q3 2023 Oct 10, 2023	BUY	$41.98 - $44.5 $8.17 Million - $8.66 Million	194,569 Added 39.88%	682,476 $28.7 Million
Q2 2023 Jul 17, 2023	BUY	$44.02 - $45.59 $21.5 Million - $22.2 Million	487,907 New	487,907 $21.6 Million

Others Institutions Holding FIXD

# of Institutions

356

Shares Held

97.2M

Call Options Held

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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Long Run Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History