A detailed history of Betterment LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Betterment LLC holds 75,651 shares of FIXD stock, worth $3.24 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
75,651
Previous 75,337 0.42%
Holding current value
$3.24 Million
Previous $3.24 Million 5.52%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$42.87 - $45.76 $13,461 - $14,368
314 Added 0.42%
75,651 $3.42 Million
Q2 2024

Aug 14, 2024

BUY
$42.01 - $43.6 $148,253 - $153,864
3,529 Added 4.91%
75,337 $3.24 Million
Q1 2024

May 10, 2024

BUY
$43.25 - $44.65 $292,153 - $301,610
6,755 Added 10.38%
71,808 $3.13 Million
Q4 2023

Feb 09, 2024

BUY
$40.92 - $44.8 $132,867 - $145,465
3,247 Added 5.25%
65,053 $2.9 Million
Q3 2023

Nov 09, 2023

BUY
$41.98 - $44.5 $398,684 - $422,616
9,497 Added 18.16%
61,806 $2.6 Million
Q2 2023

Aug 07, 2023

BUY
$44.02 - $45.59 $195,889 - $202,875
4,450 Added 9.3%
52,309 $2.31 Million
Q1 2023

May 15, 2023

BUY
$43.57 - $45.9 $53,547 - $56,411
1,229 Added 2.64%
47,859 $2.16 Million
Q4 2022

Feb 13, 2023

BUY
$42.11 - $45.11 $84,809 - $90,851
2,014 Added 4.51%
46,630 $2.05 Million
Q2 2022

Aug 10, 2022

SELL
$45.24 - $49.52 $8,731 - $9,557
-193 Reduced 0.43%
44,616 $2.07 Million
Q1 2022

May 16, 2022

SELL
$49.18 - $52.9 $100,327 - $107,916
-2,040 Reduced 4.35%
44,809 $2.22 Million
Q4 2021

Feb 15, 2022

BUY
$52.94 - $53.71 $674,349 - $684,157
12,738 Added 37.34%
46,849 $2.49 Million
Q3 2021

Nov 15, 2021

BUY
$53.5 - $54.31 $904,845 - $918,545
16,913 Added 98.34%
34,111 $1.83 Million
Q2 2021

Aug 10, 2021

BUY
$52.93 - $53.72 $910,290 - $923,876
17,198 New
17,198 $922,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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

Track Betterment LLC Portfolio

Follow Betterment LLC 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 Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.