Kingswood Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,398 shares of FIXD stock, worth $232,599. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,398
Previous 9,538 43.41%
Holding current value
$232,599
Previous $410 Million 42.25%
% of portfolio
0.01%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$42.4 - $44.11 $175,536 - $182,615
-4,140 Reduced 43.41%
5,398 $237 Million
Q4 2024

Jan 22, 2025
BUY
$42.84 - $45.38 $408,607 - $432,834
9,538 New
9,538 $410 Million
Q1 2024

Apr 15, 2024
BUY
$43.25 - $44.65 $213,784 - $220,704
4,943 New
4,943 $216 Million

Others Institutions Holding FIXD

# of Institutions
374
Shares Held
93.6M
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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