A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 21,412 shares of FIXD stock, worth $950,264. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,412
Previous 24,822 13.74%
Holding current value
$950,264
Previous $1.09 Million 12.67%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025

SELL
$43.36 - $44.8 $147,857 - $152,768
-3,410 Reduced 13.74%
21,412 $951,000
Q2 2025

Jul 24, 2025

SELL
$42.72 - $44.24 $41,865 - $43,355
-980 Reduced 3.8%
24,822 $1.09 Million
Q1 2025

Apr 17, 2025

SELL
$42.4 - $44.11 $237,228 - $246,795
-5,595 Reduced 17.82%
25,802 $1.13 Million
Q4 2024

Jan 21, 2025

SELL
$42.84 - $45.38 $17.8 Million - $18.8 Million
-414,955 Reduced 92.97%
31,397 $1.35 Million
Q3 2024

Oct 18, 2024

SELL
$42.87 - $45.76 $3.61 Million - $3.85 Million
-84,225 Reduced 15.87%
446,352 $20.2 Million
Q2 2024

Jul 30, 2024

BUY
$42.01 - $43.6 $327,299 - $339,687
7,791 Added 1.49%
530,577 $22.8 Million
Q1 2024

Apr 16, 2024

BUY
$43.25 - $44.65 $457,239 - $472,039
10,572 Added 2.06%
522,786 $22.8 Million
Q4 2023

Jan 12, 2024

SELL
$40.92 - $44.8 $1.14 Million - $1.25 Million
-27,834 Reduced 5.15%
512,214 $22.8 Million
Q3 2023

Oct 10, 2023

SELL
$41.98 - $44.5 $83,330 - $88,332
-1,985 Reduced 0.37%
540,048 $22.7 Million
Q2 2023

Jul 27, 2023

BUY
$44.02 - $45.59 $584,541 - $605,389
13,279 Added 2.51%
542,033 $23.9 Million
Q1 2023

Apr 21, 2023

BUY
$43.57 - $45.9 $7.25 Million - $7.64 Million
166,401 Added 45.92%
528,754 $23.8 Million
Q4 2022

Jan 25, 2023

BUY
$42.11 - $45.11 $15.3 Million - $16.3 Million
362,353 New
362,353 $0

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.