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 $6.75 Million. This represents 5.78% of its overall portfolio holdings.
Number of Shares
148,932
Previous 137,486
8.33%
Holding current value
$6.75 Million
Previous $5.99 Billion
6.96%
% of portfolio
5.78%
Previous 5.41%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
356Shares Held
97.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$517 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$399 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$341 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$318 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$164 Million0.04% of portfolio