A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 297,683 shares of FIXD stock, worth $12.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
297,683
Previous 270,764 9.94%
Holding current value
$12.8 Million
Previous $11.7 Million 15.54%
% of portfolio
0.15%
Previous 0.13%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$42.87 - $45.76 $1.15 Million - $1.23 Million
26,919 Added 9.94%
297,683 $13.5 Million
Q2 2024

Jul 22, 2024

BUY
$42.01 - $43.6 $296,926 - $308,164
7,068 Added 2.68%
270,764 $11.7 Million
Q1 2024

May 13, 2024

SELL
$43.25 - $44.65 $1.3 Million - $1.34 Million
-30,039 Reduced 10.23%
263,696 $11.5 Million
Q4 2023

Feb 02, 2024

BUY
$40.92 - $44.8 $1.71 Million - $1.87 Million
41,719 Added 16.55%
293,735 $13.1 Million
Q3 2023

Nov 08, 2023

BUY
$41.98 - $44.5 $1.23 Million - $1.3 Million
29,229 Added 13.12%
252,016 $10.6 Million
Q2 2023

Aug 03, 2023

BUY
$44.02 - $45.59 $418,013 - $432,922
9,496 Added 4.45%
222,787 $9.84 Million
Q1 2023

Aug 22, 2023

SELL
$43.57 - $45.9 $724,133 - $762,858
-16,620 Reduced 7.46%
206,167 $9.29 Million
Q1 2023

Jun 14, 2023

BUY
$43.57 - $45.9 $310,392 - $326,991
7,124 Added 3.46%
213,291 $9.61 Million
Q1 2023

May 10, 2023

SELL
$43.57 - $45.9 $434,000 - $457,209
-9,961 Reduced 4.61%
206,167 $9.29 Million
Q4 2022

Aug 30, 2023

SELL
$42.11 - $45.11 $399,876 - $428,364
-9,496 Reduced 4.26%
213,291 $9.37 Million
Q4 2022

Feb 13, 2023

SELL
$42.11 - $45.11 $318,646 - $341,347
-7,567 Reduced 3.38%
216,128 $9.49 Million
Q3 2022

Feb 13, 2023

SELL
$43.21 - $47.71 $914,323 - $1.01 Million
-21,160 Reduced 8.64%
223,695 $9.85 Million
Q3 2022

Nov 14, 2022

BUY
$43.21 - $47.71 $3.24 Million - $3.58 Million
75,095 Added 44.24%
244,855 $10.9 Million
Q2 2022

Aug 15, 2022

SELL
$45.24 - $49.52 $516,957 - $565,865
-11,427 Reduced 6.31%
169,760 $7.87 Million
Q1 2022

May 16, 2022

BUY
$49.18 - $52.9 $8.91 Million - $9.58 Million
181,187 New
181,187 $8.98 Million

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.