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

Shore Haven Wealth Partners, LLC

$178 Million
Q1 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 11,105 shares of FIXD stock, worth $482,401. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,105

Previous 10,986 1.08%

Holding current value

$482,401

Previous $489,000 1.02%

% of portfolio

0.27%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$42.36 - $45.11 $33,040 - $35,185	780 Added 9.44%	9,047 $0
Q3 2022 Nov 09, 2022	SELL	$44.02 - $47.71 $8,848 - $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

362

Shares Held

99.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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