Bennett Associates Wealth Management First Tr ETF Viii Tcw Opportun Transaction History
Bennett Associates Wealth Management
- $111 Billion
- Q2 2024
A detailed history of Bennett Associates Wealth Management transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Bennett Associates Wealth Management holds 148,932 shares of FIXD stock, worth $6.8 Million. This represents 5.78% of its overall portfolio holdings.
Number of Shares
148,932
Previous 137,486
8.33%
Holding current value
$6.8 Million
Previous $5.99 Billion
6.96%
% of portfolio
5.78%
Previous 5.41%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
357Shares Held
97.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$521 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$402 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$344 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$320 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$166 Million0.04% of portfolio