Bernard Wealth Management Corp. First Tr ETF Viii Tcw Opportun Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 33 shares of FIXD stock, worth $1,476. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33
Previous 33
-0.0%
Holding current value
$1,476
Previous $1.43 Million
1.19%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
350Shares Held
68.3MCall Options Held
34.8KPut Options Held
0-
Morgan Stanley New York, NY8.49MShares$380 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.41MShares$287 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA5.22MShares$233 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.83MShares$127 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.72MShares$122 Million0.04% of portfolio