Paul Damon & Associates, Inc. First Tr ETF Viii Tcw Opportun Transaction History
Paul Damon & Associates, Inc.
- $155 Billion
- Q3 2024
A detailed history of Paul Damon & Associates, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 92,032 shares of FIXD stock, worth $3.98 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
92,032
Previous 93,777
1.86%
Holding current value
$3.98 Million
Previous $4.04 Billion
3.13%
% of portfolio
2.68%
Previous 2.75%
Shares
8 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$538 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$408 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$337 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$305 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$170 Million0.04% of portfolio