Wealthspire Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Wealthspire Advisors, LLC

  • $7.78 Billion
  • Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,263 shares of FIXD stock, worth $273,943. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,263
Previous 9,359 33.08%
Holding current value
$273,943
Previous $408,000 34.07%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 08, 2024
SELL
$42.01 - $43.6 $130,062 - $134,985
-3,096 Reduced 33.08%
6,263 $269,000
Q1 2024

May 06, 2024
SELL
$43.25 - $44.65 $102,113 - $105,418
-2,361 Reduced 20.15%
9,359 $408,000
Q4 2023

Feb 06, 2024
SELL
$40.92 - $44.8 $30,894 - $33,824
-755 Reduced 6.05%
11,720 $522,000
Q3 2023

Nov 06, 2023
BUY
$41.98 - $44.5 $523,700 - $555,137
12,475 New
12,475 $524,000

Others Institutions Holding FIXD

# of Institutions
352
Shares Held
97.9M
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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