Collaborative Wealth Managment Inc. First Tr ETF Viii Tcw Opportun Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 24,762 shares of FIXD stock, worth $1.08 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
24,762
Previous 24,838
0.31%
Holding current value
$1.08 Million
Previous $1.12 Million
5.25%
% of portfolio
0.5%
Previous 0.52%
Shares
13 transactions
Others Institutions Holding FIXD
# of Institutions
380Shares Held
94.5MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$450 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$369 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$276 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$161 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$144 Million0.03% of portfolio