Modern Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 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 12,521 shares of FIXD stock, worth $564,446. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,521
Previous 12,934
3.19%
Holding current value
$564,446
Previous $552 Million
2.42%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
358Shares Held
97.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$514 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$397 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$339 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$316 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$164 Million0.04% of portfolio