Sequent Planning LLC First Tr ETF Viii Tcw Opportun Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Sequent Planning LLC holds 104,768 shares of FIXD stock, worth $4.54 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
104,768
Previous 107,596
2.63%
Holding current value
$4.54 Million
Previous $4.61 Billion
2.76%
% of portfolio
1.63%
Previous 1.58%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
353Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$539 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$409 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$338 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$306 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$170 Million0.04% of portfolio