Landmark Wealth Management, LLC FIXD Holdings History
Landmark Wealth Management, LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, Landmark Wealth Management, LLC held 139,459.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $6.11 Mil. This investment constitutes 2.69% of their stock portfolio, and Landmark Wealth Management, LLC now holds 0.17% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2021Q4. And since then Landmark Wealth Management, LLC has made 9 purchases of FIXD, at an average price of $51.19, for a total of 378,238.00 shares. In addition, there have been 4 sales at an average price of $46.82 for 238,779.00 shares. Based on historical transaction data and FIXD's current price of $43.70, Landmark Wealth Management, LLC's estimated gain on his FIXD holdings is $-2.09 Mil, reflecting a -10.77% gain to date.
Landmark Wealth Management, LLC FIXD ($43.70) Holding Chart
Landmark Wealth Management, LLC 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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