Cyndeo Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

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 31,397 shares of FIXD stock, worth $1.36 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

31,397

Previous 446,352 92.97%

Holding current value

$1.36 Million

Previous $20.2 Million 93.32%

% of portfolio

0.09%

Previous 1.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

368

Shares Held

94.2M

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

Track This Portfolio

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.

Account

Cyndeo Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History