Wmg Financial Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Wmg Financial Advisors, LLC

  • $214 Million
  • Q1 2025

A detailed history of Wmg Financial Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 16,289 shares of FIXD stock, worth $711,829. This represents 0.33% of its overall portfolio holdings.

Number of Shares
16,289
Previous 17,161 5.08%
Holding current value
$711,829
Previous $737,000 3.12%
% of portfolio
0.33%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$42.4 - $44.11 $36,972 - $38,463
-872 Reduced 5.08%
16,289 $714,000
Q4 2024

Feb 06, 2025
SELL
$42.84 - $45.38 $28,831 - $30,540
-673 Reduced 3.77%
17,161 $737,000
Q3 2024

Oct 31, 2024
BUY
$42.87 - $45.76 $31,080 - $33,176
725 Added 4.24%
17,834 $806,000
Q2 2024

Jul 30, 2024
BUY
$42.01 - $43.6 $443,247 - $460,023
10,551 Added 160.89%
17,109 $736,000
Q1 2024

May 07, 2024
BUY
$43.25 - $44.65 $85,808 - $88,585
1,984 Added 43.38%
6,558 $285,000
Q4 2023

Feb 08, 2024
BUY
$40.92 - $44.8 $187,168 - $204,915
4,574 New
4,574 $204,000

Others Institutions Holding FIXD

# of Institutions
370
Shares Held
79.8M
Call Options Held
33.7K
Put Options Held
21.1K
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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