United Advisor Group, LLC First Tr ETF Viii Tcw Opportun Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, United Advisor Group, LLC holds 29,626 shares of FIXD stock, worth $1.28 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
29,626
Previous 27,935
6.05%
Holding current value
$1.28 Million
Previous $1.2 Million
11.48%
% of portfolio
0.32%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
351Shares Held
100MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$536 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$406 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$336 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$304 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$169 Million0.04% of portfolio