Creative One Wealth, LLC First Tr ETF Viii Tcw Opportun Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Creative One Wealth, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Creative One Wealth, LLC holds 43,980 shares of FIXD stock, worth $1.9 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
43,980
Previous 25,858
70.08%
Holding current value
$1.9 Million
Previous $1.11 Million
78.71%
% of portfolio
0.07%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$538 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$408 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$337 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$305 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$170 Million0.04% of portfolio