United Advisor Group, LLC First Tr ETF Viii Tcw Opportun Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

A detailed history of United Advisor Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, United Advisor Group, LLC holds 24,947 shares of FIXD stock, worth $1.1 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
24,947
Previous 29,626 15.79%
Holding current value
$1.1 Million
Previous $1.34 Million 20.07%
% of portfolio
0.23%
Previous 0.32%

Shares

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

Feb 24, 2025
SELL
$42.84 - $45.38 $200,448 - $212,333
-4,679 Reduced 15.79%
24,947 $1.07 Million
Q3 2024

Oct 30, 2024
BUY
$42.87 - $45.76 $72,493 - $77,380
1,691 Added 6.05%
29,626 $1.34 Million
Q2 2024

Aug 08, 2024
SELL
$42.01 - $43.6 $51,924 - $53,889
-1,236 Reduced 4.24%
27,935 $1.2 Million
Q1 2024

May 14, 2024
BUY
$43.25 - $44.65 $1.26 Million - $1.3 Million
29,171 New
29,171 $1.27 Million

Others Institutions Holding FIXD

# of Institutions
380
Shares Held
94.6M
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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email