Sugarloaf Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 183 shares of FIXD stock, worth $7,909. This represents 0.0% of its overall portfolio holdings.

Number of Shares
183
Previous 181 1.1%
Holding current value
$7,909
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 10, 2025
BUY
$42.84 - $45.38 $85 - $90
2 Added 1.1%
183 $7,000
Q3 2024

Oct 08, 2024
BUY
$42.87 - $45.76 $85 - $91
2 Added 1.12%
181 $8,000
Q2 2024

Jul 08, 2024
BUY
$42.01 - $43.6 $84 - $87
2 Added 1.13%
179 $7,000
Q1 2024

Apr 23, 2024
BUY
$43.25 - $44.65 $43 - $44
1 Added 0.57%
177 $7,000
Q4 2023

Jan 10, 2024
BUY
$40.92 - $44.8 $81 - $89
2 Added 1.15%
176 $7,000
Q3 2023

Nov 13, 2023
SELL
$41.98 - $44.5 $8,563 - $9,078
-204 Reduced 53.97%
174 $7,000
Q2 2023

Jul 13, 2023
BUY
$44.02 - $45.59 $132 - $136
3 Added 0.8%
378 $16,000
Q1 2023

Apr 26, 2023
BUY
$43.57 - $45.9 $130 - $137
3 Added 0.81%
375 $16,000
Q4 2022

Feb 03, 2023
BUY
$42.11 - $45.11 $168 - $180
4 Added 1.09%
372 $16,000
Q3 2022

Oct 11, 2022
BUY
$43.21 - $47.71 $129 - $143
3 Added 0.82%
368 $16,000
Q2 2022

Jul 12, 2022
BUY
$45.24 - $49.52 $135 - $148
3 Added 0.83%
365 $17,000
Q1 2022

Apr 25, 2022
BUY
$49.18 - $52.9 $49 - $52
1 Added 0.28%
362 $18,000
Q4 2021

Jan 20, 2022
SELL
$52.94 - $53.71 $18,793 - $19,067
-355 Reduced 49.58%
361 $19,000
Q3 2021

Oct 20, 2021
BUY
$53.5 - $54.31 $160 - $162
3 Added 0.42%
716 $38,000
Q2 2021

Jul 20, 2021
SELL
$52.93 - $53.72 $73,572 - $74,670
-1,390 Reduced 66.1%
713 $38,000
Q1 2021

Apr 19, 2021
SELL
$52.76 - $54.76 $85,998 - $89,258
-1,630 Reduced 43.66%
2,103 $111,000
Q4 2020

Feb 03, 2021
SELL
$54.65 - $55.37 $68,913 - $69,821
-1,261 Reduced 25.25%
3,733 $204,000
Q3 2020

Nov 03, 2020
SELL
$54.84 - $55.79 $48,368 - $49,206
-882 Reduced 15.01%
4,994 $275,000
Q2 2020

Jul 21, 2020
SELL
$52.84 - $54.79 $87,344 - $90,567
-1,653 Reduced 21.96%
5,876 $322,000
Q1 2020

Apr 15, 2020
BUY
$49.68 - $54.3 $374,040 - $408,824
7,529 New
7,529 $397,000

Others Institutions Holding FIXD

# of Institutions
376
Shares Held
94.5M
Call Options Held
8.5K
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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