Triad Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 11,369 shares of FIXD stock, worth $504,556. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,369Holding current value
$504,556% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding FIXD
# of Institutions
340Shares Held
69.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.65MShares$384 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC6.46MShares$287 Million0.09% of portfolio
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Wells Fargo & Company San Francisco, CA5.69MShares$252 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.75MShares$122 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.72MShares$121 Million0.04% of portfolio