Cornerstone Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Cornerstone Wealth Management, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 210,049 shares of FIXD stock, worth $9.6 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
210,049
Previous 223,827
6.16%
Holding current value
$9.6 Million
Previous $9.76 Million
7.34%
% of portfolio
0.71%
Previous 0.81%
Shares
26 transactions
Others Institutions Holding FIXD
# of Institutions
357Shares Held
97.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$522 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$403 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$344 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$321 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$166 Million0.04% of portfolio