Wealth Shield Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History

Wealth Shield Partners, LLC

$640 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$45.24 - $49.52 $195,391 - $213,876	-4,319 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$49.18 - $52.9 $102,589 - $110,349	-2,086 Reduced 32.57%	4,319 $214,000
Q4 2021 Feb 10, 2022	SELL	$52.94 - $53.71 $30,228 - $30,668	-571 Reduced 8.19%	6,405 $341,000
Q3 2021 Nov 12, 2021	SELL	$53.5 - $54.31 $56,389 - $57,242	-1,054 Reduced 13.13%	6,976 $374,000
Q2 2021 Aug 06, 2021	BUY	$52.93 - $53.72 $27,999 - $28,417	529 Added 7.05%	8,030 $431,000
Q1 2021 May 17, 2021	SELL	$52.76 - $54.76 $14,878 - $15,442	-282 Reduced 3.62%	7,501 $396,000
Q4 2020 Feb 16, 2021	BUY	$54.65 - $55.37 $97,823 - $99,112	1,790 Added 29.87%	7,783 $426,000
Q3 2020 Oct 30, 2020	BUY	$54.84 - $55.79 $328,656 - $334,349	5,993 New	5,993 $330,000
Q3 2018 Nov 05, 2018	SELL	$48.82 - $49.62 $210,804 - $214,259	-4,318 Closed	0 $0
Q2 2018 Aug 02, 2018	SELL	$48.9 - $49.67 $61,956 - $62,931	-1,267 Reduced 22.69%	4,318 $212,000
Q4 2017 Apr 18, 2018	BUY	$50.53 - $50.99 $282,210 - $284,779	5,585	5,585 $283,000

Others Institutions Holding FIXD

# of Institutions

357

Shares Held

97.2M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
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