Silver Oak Wealth Management LLC First Tr ETF Viii Tcw Opportun Transaction History

Silver Oak Wealth Management LLC

  • $446 Billion
  • Q3 2024

A detailed history of Silver Oak Wealth Management LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 24,260 shares of FIXD stock, worth $1.06 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
24,260
Previous 27,270 11.04%
Holding current value
$1.06 Million
Previous $1.17 Billion 6.51%
% of portfolio
0.25%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$42.87 - $45.76 $129,038 - $137,737
-3,010 Reduced 11.04%
24,260 $1.1 Billion
Q2 2024

Aug 08, 2024
BUY
$42.01 - $43.6 $41,505 - $43,076
988 Added 3.76%
27,270 $1.17 Billion
Q1 2024

May 07, 2024
BUY
$43.25 - $44.65 $39,660 - $40,944
917 Added 3.62%
26,282 $1.15 Billion
Q4 2023

Feb 14, 2024
BUY
$40.92 - $44.8 $1.04 Million - $1.14 Million
25,365 New
25,365 $1.13 Billion

Others Institutions Holding FIXD

# of Institutions
354
Shares Held
97.4M
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
Track This Portfolio

Track Silver Oak Wealth Management LLC Portfolio

Follow Silver Oak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Silver Oak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email