A detailed history of Retirement Planning Group transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Retirement Planning Group holds 15,611 shares of FIXD stock, worth $678,454. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,611
Previous 11,780 32.52%
Holding current value
$678,454
Previous $513,000 30.99%
% of portfolio
0.05%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$42.01 - $43.6 $160,940 - $167,031
3,831 Added 32.52%
15,611 $672,000
Q1 2024

Apr 12, 2024

BUY
$43.25 - $44.65 $43,812 - $45,230
1,013 Added 9.41%
11,780 $513,000
Q4 2023

Jan 12, 2024

SELL
$40.92 - $44.8 $2,455 - $2,688
-60 Reduced 0.55%
10,767 $480,000
Q3 2023

Oct 24, 2023

BUY
$41.98 - $44.5 $7,052 - $7,476
168 Added 1.58%
10,827 $455,000
Q2 2023

Jul 24, 2023

BUY
$44.02 - $45.59 $68,319 - $70,755
1,552 Added 17.04%
10,659 $470,000
Q1 2023

Apr 19, 2023

BUY
$43.57 - $45.9 $7,711 - $8,124
177 Added 1.98%
9,107 $410,000
Q4 2022

Jan 18, 2023

BUY
$42.36 - $45.11 $378,274 - $402,832
8,930 New
8,930 $0

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
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