Columbia Advisory Partners LLC First Tr ETF Viii Tcw Opportun Transaction History
Columbia Advisory Partners LLC
- $95.6 Million
- Q1 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 27,827 shares of FIXD stock, worth $1.2 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
27,827
Previous 22,460
23.9%
Holding current value
$1.2 Million
Previous $1 Million
21.18%
% of portfolio
1.27%
Previous 1.06%
Shares
4 transactions
Others Institutions Holding FIXD
# of Institutions
360Shares Held
99.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$491 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$394 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.26MShares$312 Million0.08% of portfolio
-
Signature Estate & Investment Advisors LLC6.77MShares$291 Million8.35% of portfolio
-
Ubs Group Ag3.61MShares$155 Million0.04% of portfolio