True Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

True Wealth Advisors, LLC

  • $249 Million
  • Q2 2024

A detailed history of True Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, True Wealth Advisors, LLC holds 27,910 shares of FIXD stock, worth $1.27 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
27,910
Previous 30,266 7.78%
Holding current value
$1.27 Million
Previous $1.32 Million 8.95%
% of portfolio
0.48%
Previous 0.55%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$42.01 - $43.6 $98,975 - $102,721
-2,356 Reduced 7.78%
27,910 $1.2 Million
Q1 2024

Apr 23, 2024
BUY
$43.25 - $44.65 $163,787 - $169,089
3,787 Added 14.3%
30,266 $1.32 Million
Q4 2023

Feb 08, 2024
SELL
$40.92 - $44.8 $101,277 - $110,880
-2,475 Reduced 8.55%
26,479 $1.18 Million
Q3 2023

Nov 07, 2023
BUY
$41.98 - $44.5 $291,089 - $308,563
6,934 Added 31.49%
28,954 $1.22 Million
Q2 2023

Jul 31, 2023
BUY
$44.02 - $45.59 $358,807 - $371,604
8,151 Added 58.77%
22,020 $972,000
Q1 2023

Apr 19, 2023
BUY
$43.57 - $45.9 $83,392 - $87,852
1,914 Added 16.01%
13,869 $624,000
Q4 2022

Jan 23, 2023
SELL
$42.11 - $45.11 $20,297 - $21,743
-482 Reduced 3.88%
11,955 $0
Q3 2022

Oct 21, 2022
BUY
$43.21 - $47.71 $59,456 - $65,648
1,376 Added 12.44%
12,437 $541,000
Q2 2022

Jul 27, 2022
BUY
$45.24 - $49.52 $130,653 - $143,013
2,888 Added 35.34%
11,061 $513,000
Q1 2022

May 05, 2022
SELL
$49.18 - $52.9 $126,982 - $136,587
-2,582 Reduced 24.01%
8,173 $435,000
Q1 2022

May 04, 2022
BUY
$49.18 - $52.9 $126,982 - $136,587
2,582 Added 31.59%
10,755 $509,000
Q4 2021

Feb 02, 2022
BUY
$52.94 - $53.71 $432,678 - $438,971
8,173 New
8,173 $435,000

Others Institutions Holding FIXD

# of Institutions
357
Shares Held
97.3M
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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