Silver Oak Wealth Management LLC First Tr ETF Viii Tcw Opportun Transaction History
Silver Oak Wealth Management LLC
- $416 Billion
- Q2 2024
A detailed history of Silver Oak Wealth Management LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 27,270 shares of FIXD stock, worth $1.25 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
27,270
Previous 26,282
3.76%
Holding current value
$1.25 Million
Previous $1.15 Billion
2.45%
% of portfolio
0.28%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
357Shares Held
97.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$521 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$402 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$344 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$320 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$166 Million0.04% of portfolio