Connecticut Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Connecticut Wealth Management, LLC
- $1.9 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
370Shares Held
79.8MCall Options Held
33.7KPut Options Held
21.1K-
Morgan Stanley New York, NY9.34MShares$410 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.35MShares$323 Million0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.31MShares$277 Million0.06% of portfolio
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Ubs Group Ag3.4MShares$149 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.29MShares$144 Million0.06% of portfolio