Signature Wealth Management Group First Tr ETF Viii Tcw Opportun Transaction History

Signature Wealth Management Group

$243 Million
Q3 2024

A detailed history of Signature Wealth Management Group transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Signature Wealth Management Group holds 37,453 shares of FIXD stock, worth $1.6 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

37,453

Previous 33,072 13.25%

Holding current value

$1.6 Million

Previous $1.42 Million 19.04%

% of portfolio

0.7%

Previous 0.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$42.87 - $45.76 $187,813 - $200,474	4,381 Added 13.25%	37,453 $1.69 Million
Q2 2024 Jul 15, 2024	BUY	$42.01 - $43.6 $67,510 - $70,065	1,607 Added 5.11%	33,072 $1.42 Million
Q1 2024 Apr 22, 2024	SELL	$43.25 - $44.65 $2,076 - $2,143	-48 Reduced 0.15%	31,465 $1.37 Million
Q4 2023 Jan 09, 2024	BUY	$40.92 - $44.8 $181,193 - $198,374	4,428 Added 16.35%	31,513 $1.41 Million
Q2 2023 Jul 10, 2023	BUY	$44.02 - $45.59 $449,972 - $466,020	10,222 Added 60.62%	27,085 $1.2 Million
Q1 2023 Apr 14, 2023	BUY	$43.57 - $45.9 $298,105 - $314,047	6,842 Added 68.28%	16,863 $759,000
Q4 2022 Jan 10, 2023	BUY	$42.11 - $45.11 $421,984 - $452,047	10,021 New	10,021 $0

Others Institutions Holding FIXD

# of Institutions

352

Shares Held

101M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Group with notifications on news.

Account

Signature Wealth Management Group First Tr ETF Viii Tcw Opportun Transaction History