Spire Wealth Management FIXD Holdings History
Spire Wealth Management's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, Spire Wealth Management held 67,495.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $2.96 Mil. This investment constitutes 0.09% of their stock portfolio, and Spire Wealth Management now holds 0.08% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 6 purchases of FIXD, at an average price of $51.19, for a total of 1.10 Mil shares. In addition, there have been 10 sales at an average price of $44.81 for 1.03 Mil shares. Based on historical transaction data and FIXD's current price of $43.53, Spire Wealth Management's estimated gain on his FIXD holdings is $-7.09 Mil, reflecting a -12.62% gain to date.
Spire Wealth Management FIXD ($43.53) Holding Chart
Spire Wealth Management FIXD ($43.53) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
