Laidlaw Wealth Management LLC First Tr ETF Viii Tcw Opportun Transaction History

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 46,846 shares of FIXD stock, worth $2.01 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
46,846
Previous 44,412 5.48%
Holding current value
$2.01 Million
Previous $1.91 Million 10.88%
% of portfolio
1.12%
Previous 1.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$42.87 - $45.76 $104,345 - $111,379
2,434 Added 5.48%
46,846 $2.12 Million
Q2 2024

Aug 01, 2024
BUY
$42.01 - $43.6 $70,198 - $72,855
1,671 Added 3.91%
44,412 $1.91 Million
Q1 2024

May 15, 2024
BUY
$43.25 - $44.65 $181,909 - $187,797
4,206 Added 10.91%
42,741 $1.86 Million
Q4 2023

Feb 12, 2024
SELL
$40.92 - $44.8 $44,275 - $48,473
-1,082 Reduced 2.73%
38,535 $1.72 Million
Q3 2023

Nov 13, 2023
BUY
$41.98 - $44.5 $1.66 Million - $1.76 Million
39,617 New
39,617 $1.67 Million

Others Institutions Holding FIXD

# of Institutions
352
Shares Held
101M
Call Options Held
0
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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