A detailed history of Modern Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,934 shares of FIXD stock, worth $561,852. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,934
Previous 13,047 0.87%
Holding current value
$561,852
Previous $582 Million 5.08%
% of portfolio
0.05%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$43.25 - $44.65 $4,887 - $5,045
-113 Reduced 0.87%
12,934 $552 Million
Q4 2023

Feb 14, 2024

BUY
$40.92 - $44.8 $533,883 - $584,505
13,047 New
13,047 $582 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 Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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