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

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Iht Wealth Management, LLC holds 131,182 shares of FIXD stock, worth $5.68 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
131,182
Previous 120,416 8.94%
Holding current value
$5.68 Million
Previous $5.45 Million 3.47%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Feb 14, 2025
BUY
$42.84 - $45.38 $461,215 - $488,561
10,766 Added 8.94%
131,182 $5.64 Million
Q3 2024

Nov 14, 2024
BUY
$42.87 - $45.76 $255,247 - $272,455
5,954 Added 5.2%
120,416 $5.45 Million
Q2 2024

Aug 14, 2024
SELL
$42.01 - $43.6 $312,470 - $324,296
-7,438 Reduced 6.1%
114,462 $4.93 Million
Q1 2024

May 15, 2024
BUY
$43.25 - $44.65 $1.54 Million - $1.59 Million
35,561 Added 41.19%
121,900 $5.31 Million
Q4 2023

Feb 14, 2024
BUY
$40.92 - $44.8 $2.45 Million - $2.68 Million
59,859 Added 226.05%
86,339 $3.85 Million
Q3 2023

Nov 14, 2023
BUY
$41.98 - $44.5 $254,188 - $269,447
6,055 Added 29.65%
26,480 $1.11 Million
Q2 2023

Aug 14, 2023
SELL
$44.02 - $45.59 $16,683 - $17,278
-379 Reduced 1.82%
20,425 $902,000
Q1 2023

May 15, 2023
BUY
$43.57 - $45.9 $56,336 - $59,348
1,293 Added 6.63%
20,804 $937,000
Q4 2022

Feb 14, 2023
SELL
$42.11 - $45.11 $24,802 - $26,569
-589 Reduced 2.93%
19,511 $856,000
Q3 2022

Nov 22, 2022
BUY
$43.21 - $47.71 $26,530 - $29,293
614 Added 3.15%
20,100 $875,000
Q2 2022

Aug 15, 2022
SELL
$45.24 - $49.52 $26,917 - $29,464
-595 Reduced 2.96%
19,486 $904,000
Q1 2022

May 16, 2022
SELL
$49.18 - $52.9 $186,195 - $200,279
-3,786 Reduced 15.86%
20,081 $996,000
Q4 2021

Feb 14, 2022
BUY
$52.94 - $53.71 $120,544 - $122,297
2,277 Added 10.55%
23,867 $1.27 Million
Q3 2021

Nov 15, 2021
SELL
$53.5 - $54.31 $608,562 - $617,776
-11,375 Reduced 34.51%
21,590 $1.16 Million
Q2 2021

Aug 16, 2021
SELL
$52.93 - $53.72 $74,684 - $75,798
-1,411 Reduced 4.1%
32,965 $1.77 Million
Q1 2021

May 18, 2021
BUY
$52.76 - $54.76 $835,507 - $867,179
15,836 Added 85.42%
34,376 $1.82 Million
Q4 2020

Feb 17, 2021
BUY
$54.65 - $55.37 $1.01 Million - $1.03 Million
18,540 New
18,540 $1.02 Million

Others Institutions Holding FIXD

# of Institutions
376
Shares Held
94.5M
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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