Wr Wealth Planners, LLC First Tr ETF Viii Tcw Opportun Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 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 $312. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
Previous 7
-0.0%
Holding current value
$312
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FIXD
# of Institutions
351Shares Held
68.3MCall Options Held
34.8KPut Options Held
0-
Morgan Stanley New York, NY8.49MShares$379 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.41MShares$286 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA5.22MShares$233 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.83MShares$126 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.72MShares$122 Million0.04% of portfolio