Beacon Financial Advisory LLC First Tr ETF Viii Tcw Opportun Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,782 shares of FIXD stock, worth $256,605. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,782
Previous 5,782 -0.0%
Holding current value
$256,605
Previous $253,000 1.19%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$42.72 - $44.24 $3,503 - $3,627
82 Added 1.44%
5,782 $253,000
Q1 2025

Apr 24, 2025
SELL
$42.4 - $44.11 $56,052 - $58,313
-1,322 Reduced 18.83%
5,700 $249,000
Q3 2024

Oct 30, 2024
BUY
$42.87 - $45.76 $33,567 - $35,830
783 Added 12.55%
7,022 $317,000
Q2 2024

Jul 26, 2024
BUY
$42.01 - $43.6 $262,100 - $272,020
6,239 New
6,239 $268,000

Others Institutions Holding FIXD

# of Institutions
339
Shares Held
69.7M
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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