Capital Planning LLC First Tr ETF Viii Tcw Opportun Transaction History
Capital Planning LLC
- $303 Million
- Q2 2025
A detailed history of Capital Planning LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Capital Planning LLC holds 92,943 shares of FIXD stock, worth $4.1 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
92,943
Previous 88,495
5.03%
Holding current value
$4.1 Million
Previous $3.88 Million
5.16%
% of portfolio
1.35%
Previous 1.15%
Shares
19 transactions
Others Institutions Holding FIXD
# of Institutions
350Shares Held
68.5MCall Options Held
34.8KPut Options Held
0-
Morgan Stanley New York, NY8.49MShares$374 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.41MShares$282 Million0.1% of portfolio
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Wells Fargo & Company San Francisco, CA5.22MShares$230 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.83MShares$125 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.72MShares$120 Million0.04% of portfolio