Defined Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Defined Wealth Management, LLC
- $135 Million
- Q1 2024
A detailed history of Defined Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Defined Wealth Management, LLC holds 26,268 shares of FIXD stock, worth $1.14 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
26,268
Previous 26,293
0.1%
Holding current value
$1.14 Million
Previous $1.17 Million
2.3%
% of portfolio
0.85%
Previous 0.9%
Shares
14 transactions
Others Institutions Holding FIXD
# of Institutions
360Shares Held
99.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$496 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$398 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.26MShares$315 Million0.08% of portfolio
-
Signature Estate & Investment Advisors LLC6.77MShares$294 Million8.35% of portfolio
-
Ubs Group Ag3.61MShares$157 Million0.04% of portfolio