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 $21.1 Million. This represents 7.46% of its overall portfolio holdings.
Number of Shares
481,518Holding current value
$21.1 Million% of portfolio
7.46%Shares
1 transactions
Others Institutions Holding FIXD
# of Institutions
354Shares Held
97.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$499 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC8.81MShares$386 Million0.19% of portfolio
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Signature Estate & Investment Advisors LLC7.79MShares$341 Million8.16% of portfolio
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Wells Fargo & Company San Francisco, CA7.02MShares$307 Million0.07% of portfolio
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Ubs Group Ag3.63MShares$159 Million0.04% of portfolio