Visionary Wealth Advisors First Tr ETF Viii Tcw Opportun Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Visionary Wealth Advisors holds 259,757 shares of FIXD stock, worth $11.2 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

259,757

Previous 312,807 16.96%

Holding current value

$11.2 Million

Previous $13.5 Million 12.74%

% of portfolio

0.75%

Previous 0.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$42.87 - $45.76 $2.27 Million - $2.43 Million	-53,050 Reduced 16.96%	259,757 $11.8 Million
Q2 2024 Aug 13, 2024	SELL	$42.01 - $43.6 $1.19 Million - $1.24 Million	-28,383 Reduced 8.32%	312,807 $13.5 Million
Q1 2024 May 15, 2024	BUY	$43.25 - $44.65 $432,327 - $446,321	9,996 Added 3.02%	341,190 $14.9 Million
Q4 2023 Feb 14, 2024	BUY	$40.92 - $44.8 $4.42 Million - $4.84 Million	107,974 Added 48.37%	331,194 $14.8 Million
Q3 2023 Nov 13, 2023	SELL	$41.98 - $44.5 $1.28 Million - $1.36 Million	-30,505 Reduced 12.02%	223,220 $9.39 Million
Q2 2023 Aug 11, 2023	BUY	$44.02 - $45.59 $11.2 Million - $11.6 Million	253,725 New	253,725 $11.2 Million

Others Institutions Holding FIXD

# of Institutions

357

Shares Held

103M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors First Tr ETF Viii Tcw Opportun Transaction History