Pinnacle Wealth Management Advisory Group, LLC First Tr ETF Viii Tcw Opportun Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 09, 2022	SELL	$43.21 - $47.71 $43,210 - $47,710	-1,000 Reduced 16.72%	4,980 $217,000
Q2 2022 Aug 01, 2022	SELL	$45.24 - $49.52 $93,873 - $102,754	-2,075 Reduced 25.76%	5,980 $277,000
Q1 2022 May 05, 2022	SELL	$49.18 - $52.9 $32,950 - $35,443	-670 Reduced 7.68%	8,055 $399,000
Q4 2021 Jan 20, 2022	BUY	$52.94 - $53.71 $461,901 - $468,619	8,725 New	8,725 $464,000

Others Institutions Holding FIXD

# of Institutions

352

Shares Held

97.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

11.4M
Shares

$499 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

8.81M
Shares

$386 Million
0.19% of portfolio
Signature Estate & Investment Advisors LLC

7.79M
Shares

$341 Million
8.16% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$307 Million
0.07% of portfolio
Ubs Group Ag

3.63M
Shares

$159 Million
0.04% of portfolio

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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