Shore Haven Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 6,909 shares of FIXD stock, worth $297,708. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,909
Previous 6,707 3.01%
Holding current value
$297,708
Previous $303,000 2.31%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Jan 29, 2025
BUY
$42.84 - $45.38 $8,653 - $9,166
202 Added 3.01%
6,909 $296,000
Q3 2024

Oct 24, 2024
BUY
$42.87 - $45.76 $1,586 - $1,693
37 Added 0.55%
6,707 $303,000
Q2 2024

Jul 24, 2024
SELL
$42.01 - $43.6 $186,314 - $193,366
-4,435 Reduced 39.94%
6,670 $287,000
Q1 2024

May 02, 2024
BUY
$43.25 - $44.65 $5,146 - $5,313
119 Added 1.08%
11,105 $484,000
Q4 2023

Feb 06, 2024
BUY
$40.92 - $44.8 $5,155 - $5,644
126 Added 1.16%
10,986 $489,000
Q3 2023

Oct 24, 2023
BUY
$41.98 - $44.5 $15,406 - $16,331
367 Added 3.5%
10,860 $456,000
Q2 2023

Jul 19, 2023
BUY
$44.02 - $45.59 $49,654 - $51,425
1,128 Added 12.04%
10,493 $463,000
Q1 2023

Apr 14, 2023
BUY
$43.57 - $45.9 $13,855 - $14,596
318 Added 3.51%
9,365 $421,000
Q4 2022

Jan 24, 2023
BUY
$42.11 - $45.11 $32,845 - $35,185
780 Added 9.44%
9,047 $0
Q3 2022

Nov 09, 2022
SELL
$43.21 - $47.71 $8,685 - $9,589
-201 Reduced 2.37%
8,267 $359,000
Q2 2022

Aug 01, 2022
BUY
$45.24 - $49.52 $2,533 - $2,773
56 Added 0.67%
8,468 $392,000
Q1 2022

May 13, 2022
BUY
$49.18 - $52.9 $413,702 - $444,994
8,412 New
8,412 $417,000

Others Institutions Holding FIXD

# of Institutions
355
Shares Held
100M
Call Options Held
0
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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