Coppell Advisory Solutions Corp. FIXD Holdings History
Coppell Advisory Solutions Corp.'s First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2024-03-31, Coppell Advisory Solutions Corp. held 1.43 Mil shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $62.27 Mil. This investment constitutes 11.76% of their stock portfolio, and Coppell Advisory Solutions Corp. now holds -% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2022Q4. And since then Coppell Advisory Solutions Corp. has made 1 purchases of FIXD, at an average price of $43.59, for a total of 1.85 Mil shares. In addition, there have been 1 sales at an average price of $44.47 for 417,255.00 shares. Based on historical transaction data and FIXD's current price of $43.70, Coppell Advisory Solutions Corp.'s estimated gain on his FIXD holdings is $533,245.20, reflecting a 0.66% gain to date.
Coppell Advisory Solutions Corp. FIXD ($43.70) Holding Chart
Coppell Advisory Solutions Corp. FIXD ($43.70) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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