Brass Tax Wealth Management, Inc First Tr ETF Viii Tcw Opportun Transaction History
Brass Tax Wealth Management, Inc
- $278 Million
- Q2 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 481,518 shares of FIXD stock, worth $22 Million. This represents 7.46% of its overall portfolio holdings.
Number of Shares
481,518Holding current value
$22 Million% of portfolio
7.46%Shares
1 transactions
Others Institutions Holding FIXD
# of Institutions
357Shares Held
97.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$522 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC8.81MShares$403 Million0.19% of portfolio
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Signature Estate & Investment Advisors LLC7.53MShares$344 Million8.14% of portfolio
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Wells Fargo & Company San Francisco, CA7.02MShares$321 Million0.07% of portfolio
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Ubs Group Ag3.63MShares$166 Million0.04% of portfolio