Geo Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Geo Wealth Management, LLC holds 9,624 shares of FIXD stock, worth $421,146. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,624
Previous 68,371 85.92%
Holding current value
$421,146
Previous $3.09 Million 86.65%
% of portfolio
0.01%
Previous 0.11%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$42.84 - $45.38 $2.52 Million - $2.67 Million
-58,747 Reduced 85.92%
9,624 $413,000
Q3 2024

Nov 12, 2024
BUY
$42.87 - $45.76 $715,500 - $763,734
16,690 Added 32.29%
68,371 $3.09 Million
Q2 2024

Aug 12, 2024
BUY
$42.01 - $43.6 $218,115 - $226,371
5,192 Added 11.17%
51,681 $2.22 Million
Q1 2024

May 15, 2024
SELL
$43.25 - $44.65 $2.01 Million - $2.08 Million
-46,489 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$43.25 - $44.65 $606,235 - $625,859
14,017 Added 43.17%
46,489 $2.03 Million
Q4 2023

Feb 13, 2024
BUY
$40.92 - $44.8 $1.04 Million - $1.14 Million
25,402 Added 359.29%
32,472 $1.45 Million
Q3 2023

Nov 13, 2023
BUY
$41.98 - $44.5 $125,268 - $132,788
2,984 Added 73.03%
7,070 $297,000
Q2 2023

Aug 10, 2023
BUY
$44.02 - $45.59 $165,295 - $171,190
3,755 Added 1134.44%
4,086 $180,000
Q1 2023

May 12, 2023
SELL
$43.57 - $45.9 $666,228 - $701,856
-15,291 Reduced 97.88%
331 $15,000
Q4 2022

Feb 13, 2023
SELL
$42.11 - $45.11 $316,751 - $339,317
-7,522 Reduced 32.5%
15,622 $686,000
Q3 2022

Nov 14, 2022
BUY
$43.21 - $47.71 $7,043 - $7,776
163 Added 0.71%
23,144 $1.01 Million
Q2 2022

Aug 12, 2022
SELL
$45.24 - $49.52 $10.1 Million - $11.1 Million
-224,021 Reduced 90.7%
22,981 $1.07 Million
Q1 2022

May 13, 2022
BUY
$49.18 - $52.9 $8.55 Million - $9.19 Million
173,751 Added 237.2%
247,002 $12.2 Million
Q4 2021

Feb 14, 2022
SELL
$52.94 - $53.71 $5.73 Million - $5.81 Million
-108,223 Reduced 59.64%
73,251 $3.9 Million
Q3 2021

Nov 12, 2021
BUY
$53.5 - $54.31 $8.89 Million - $9.03 Million
166,184 Added 1086.88%
181,474 $9.72 Million
Q2 2021

Aug 17, 2021
BUY
$52.93 - $53.72 $17,784 - $18,049
336 Added 2.25%
15,290 $820,000
Q1 2021

May 13, 2021
BUY
$52.76 - $54.76 $788,973 - $818,881
14,954 New
14,954 $790,000

Others Institutions Holding FIXD

# of Institutions
380
Shares Held
94.6M
Call Options Held
8.5K
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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