Modern Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,469 shares of FIXD stock, worth $540,531. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,469
Previous 12,737
2.1%
Holding current value
$540,531
Previous $576 Million
6.46%
% of portfolio
0.02%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding FIXD
# of Institutions
372Shares Held
95.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY10.3MShares$446 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$366 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$274 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$160 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$143 Million0.03% of portfolio