Avidian Wealth Solutions, LLC First Tr ETF Viii Tcw Opportun Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 5,503 shares of FIXD stock, worth $233,822. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,503

Previous 5,185 6.13%

Holding current value

$233,822

Previous $223,000 11.21%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$42.87 - $45.76 $13,632 - $14,551	318 Added 6.13%	5,503 $248,000
Q2 2024 Aug 06, 2024	BUY	$42.01 - $43.6 $798 - $828	19 Added 0.37%	5,185 $223,000
Q1 2024 May 03, 2024	SELL	$43.25 - $44.65 $70,194 - $72,466	-1,623 Reduced 23.91%	5,166 $225,000
Q4 2023 Feb 06, 2024	SELL	$40.92 - $44.8 $594,772 - $651,168	-14,535 Reduced 68.16%	6,789 $302,000
Q3 2023 Oct 13, 2023	SELL	$41.98 - $44.5 $30,141 - $31,951	-718 Reduced 3.26%	21,324 $896,000
Q2 2023 Aug 03, 2023	SELL	$44.02 - $45.59 $13,073 - $13,540	-297 Reduced 1.33%	22,042 $973,000
Q1 2023 May 08, 2023	BUY	$43.57 - $45.9 $973,310 - $1.03 Million	22,339 New	22,339 $1.01 Million
Q4 2021 Feb 14, 2022	SELL	$52.94 - $53.71 $231,294 - $234,658	-4,369 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$53.5 - $54.31 $24,717 - $25,091	462 Added 11.82%	4,369 $234,000
Q1 2021 May 05, 2021	BUY	$52.76 - $54.76 $206,133 - $213,947	3,907 New	3,907 $206,000

Others Institutions Holding FIXD

# of Institutions

353

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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Avidian Wealth Solutions, LLC First Tr ETF Viii Tcw Opportun Transaction History