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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,469 shares of FIXD stock, worth $540,281. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,469
Previous 12,737 2.1%
Holding current value
$540,281
Previous $576 Million 6.46%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Feb 11, 2025
SELL
$42.84 - $45.38 $11,481 - $12,161
-268 Reduced 2.1%
12,469 $539 Million
Q3 2024

Nov 05, 2024
BUY
$42.87 - $45.76 $9,259 - $9,884
216 Added 1.73%
12,737 $576 Million
Q2 2024

Aug 07, 2024
SELL
$42.01 - $43.6 $17,350 - $18,006
-413 Reduced 3.19%
12,521 $539 Million
Q1 2024

May 13, 2024
SELL
$43.25 - $44.65 $4,887 - $5,045
-113 Reduced 0.87%
12,934 $552 Million
Q4 2023

Feb 14, 2024
BUY
$40.92 - $44.8 $533,883 - $584,505
13,047 New
13,047 $582 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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