Colton Groome Financial Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History
Colton Groome Financial Advisors, LLC
- $249 Million
- Q1 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 13,555 shares of FIXD stock, worth $592,489. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,555
Previous 14,335
5.44%
Holding current value
$592,489
Previous $639,000
7.67%
% of portfolio
0.24%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding FIXD
# of Institutions
359Shares Held
98.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$500 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$401 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.26MShares$317 Million0.08% of portfolio
-
Signature Estate & Investment Advisors LLC6.77MShares$296 Million8.35% of portfolio
-
Ubs Group Ag3.61MShares$158 Million0.04% of portfolio