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 857,414 shares of FIXD stock, worth $37.3 Million. This represents 9.23% of its overall portfolio holdings.

Number of Shares
857,414
Previous 826,551 3.73%
Holding current value
$37.3 Million
Previous $35.6 Million 9.01%
% of portfolio
9.23%
Previous 9.07%

Shares

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

Oct 30, 2024

BUY
$42.87 - $45.76 $1.32 Million - $1.41 Million
30,863 Added 3.73%
857,414 $38.8 Million
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

About FIRST TR ETF VIII TCW OPPORTUN


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

Track Long Run Wealth Advisors, LLC Portfolio

Follow Long Run Wealth Advisors, 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 Long Run Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Long Run Wealth Advisors, LLC with notifications on news.