Foundations Investment Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 54,558 shares of FIXD stock, worth $2.36 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
54,558
Previous 47,460
14.96%
Holding current value
$2.36 Million
Previous $2.04 Million
20.8%
% of portfolio
0.06%
Previous 0.05%
Shares
10 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