Centennial Wealth Advisory LLC First Tr ETF Viii Tcw Opportun Transaction History
Centennial Wealth Advisory LLC
- $229 Million
- Q2 2024
A detailed history of Centennial Wealth Advisory LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 59,398 shares of FIXD stock, worth $2.68 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
59,398
Previous 60,357
1.59%
Holding current value
$2.68 Million
Previous $2.63 Million
2.81%
% of portfolio
1.12%
Previous 1.23%
Shares
15 transactions
Others Institutions Holding FIXD
# of Institutions
358Shares Held
97.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$514 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$397 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$339 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$316 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$164 Million0.04% of portfolio