Sweet Financial Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 8,290 shares of FIXD stock, worth $358,874. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,290
Previous 8,749 5.25%
Holding current value
$358,874
Previous $376,000 0.27%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 16, 2024
SELL
$42.87 - $45.76 $19,677 - $21,003
-459 Reduced 5.25%
8,290 $375,000
Q2 2024

Jul 18, 2024
SELL
$42.01 - $43.6 $177,912 - $184,646
-4,235 Reduced 32.62%
8,749 $376,000
Q1 2024

Apr 23, 2024
SELL
$43.25 - $44.65 $17.7 Million - $18.2 Million
-408,548 Reduced 96.92%
12,984 $566,000
Q4 2023

Jan 12, 2024
SELL
$40.92 - $44.8 $2.84 Million - $3.11 Million
-69,449 Reduced 14.14%
421,532 $18.8 Million
Q3 2023

Oct 23, 2023
BUY
$41.98 - $44.5 $735,867 - $780,040
17,529 Added 3.7%
490,981 $20.6 Million
Q2 2023

Jul 24, 2023
BUY
$44.02 - $45.59 $3.86 Million - $3.99 Million
87,612 Added 22.71%
473,452 $20.9 Million
Q1 2023

Apr 14, 2023
BUY
$43.57 - $45.9 $1.79 Million - $1.89 Million
41,085 Added 11.92%
385,840 $17.4 Million
Q4 2022

Jan 19, 2023
SELL
$42.11 - $45.11 $3.24 Million - $3.47 Million
-76,855 Reduced 18.23%
344,755 $0
Q3 2022

Nov 10, 2022
BUY
$43.21 - $47.71 $396,192 - $437,452
9,169 Added 2.22%
421,610 $18.4 Million
Q2 2022

Aug 03, 2022
BUY
$45.24 - $49.52 $2.23 Million - $2.45 Million
49,385 Added 13.6%
412,441 $19.1 Million
Q1 2022

Apr 22, 2022
BUY
$49.18 - $52.9 $2.54 Million - $2.74 Million
51,717 Added 16.61%
363,056 $18 Million
Q4 2021

Feb 07, 2022
BUY
$52.94 - $53.71 $16.5 Million - $16.7 Million
311,339 New
311,339 $16.6 Million

Others Institutions Holding FIXD

# of Institutions
352
Shares Held
101M
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 Sweet Financial Partners, LLC Portfolio

Follow Sweet Financial Partners, 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 Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email