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

Wealth Shield Partners, LLC

$721 Million
Q3 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

352

Shares Held

101M

Call Options Held

0

Put Options Held

0

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 Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.