Strategic Family Wealth Counselors, L.L.C. First Tr ETF Viii Tcw Opportun Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 11,275 shares of FIXD stock, worth $483,359. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,275
Previous 12,887 12.51%
Holding current value
$483,359
Previous $554,000 7.94%
% of portfolio
0.18%
Previous 0.21%

Shares

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

Oct 31, 2024
SELL
$42.87 - $45.76 $69,106 - $73,765
-1,612 Reduced 12.51%
11,275 $510,000
Q2 2024

Aug 14, 2024
BUY
$42.01 - $43.6 $11,426 - $11,859
272 Added 2.16%
12,887 $554,000
Q1 2024

May 14, 2024
BUY
$43.25 - $44.65 $545,598 - $563,259
12,615 New
12,615 $550,000
Q2 2022

Aug 11, 2022
SELL
$45.24 - $49.52 $74,012 - $81,014
-1,636 Reduced 11.14%
13,055 $605,000
Q1 2022

May 04, 2022
SELL
$49.18 - $52.9 $272,752 - $293,383
-5,546 Reduced 27.41%
14,691 $728,000
Q4 2021

Feb 08, 2022
BUY
$52.94 - $53.71 $1.07 Million - $1.09 Million
20,237 New
20,237 $1.08 Million
Q1 2021

May 10, 2021
SELL
$52.76 - $54.76 $1.61 Million - $1.67 Million
-30,518 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$54.65 - $55.37 $1.67 Million - $1.69 Million
30,518 New
30,518 $1.67 Million

Others Institutions Holding FIXD

# of Institutions
353
Shares Held
99.9M
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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