Columbia Advisory Partners LLC First Tr ETF Viii Tcw Opportun Transaction History
Columbia Advisory Partners LLC
- $101 Million
- Q3 2024
A detailed history of Columbia Advisory Partners LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 34,050 shares of FIXD stock, worth $1.48 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
34,050
Previous 37,988
10.37%
Holding current value
$1.48 Million
Previous $1.64 Million
5.81%
% of portfolio
1.52%
Previous 1.69%
Shares
6 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$541 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$410 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$339 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$306 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$170 Million0.04% of portfolio