Pensionmark Financial Group, LLC First Tr ETF Viii Tcw Opportun Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 121,125 shares of FIXD stock, worth $5.32 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
121,125
Previous 86,965 39.28%
Holding current value
$5.32 Million
Previous $3.93 Million 32.28%
% of portfolio
0.15%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$42.84 - $45.38 $1.46 Million - $1.55 Million
34,160 Added 39.28%
121,125 $5.2 Million
Q3 2024

Nov 25, 2024
SELL
$42.87 - $45.76 $303,433 - $323,889
-7,078 Reduced 7.53%
86,965 $3.93 Million
Q3 2024

Nov 14, 2024
BUY
$42.87 - $45.76 $4.03 Million - $4.3 Million
94,043 New
94,043 $4.25 Million

Others Institutions Holding FIXD

# of Institutions
380
Shares Held
94.6M
Call Options Held
8.5K
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW OPPORTUN

FIXD Quotes by TradingView
  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
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