Wr Wealth Planners, LLC First Tr ETF Viii Tcw Opportun Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 7 shares of FIXD stock, worth $308. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$308

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$42.87 - $45.76 $300 - $320	7 New	7 $0

Others Institutions Holding FIXD

# of Institutions

353

Shares Held

101M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

12.4M
Shares

$547 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

9.43M
Shares

$415 Million
0.2% of portfolio
Signature Estate & Investment Advisors LLC

7.79M
Shares

$343 Million
8.16% of portfolio
Wells Fargo & Company San Francisco, CA

7.05M
Shares

$310 Million
0.07% of portfolio
Ubs Group Ag

3.92M
Shares

$173 Million
0.04% of portfolio

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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