Golden State Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 64,986 shares of FIXD stock, worth $2.8 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
64,986
Previous 19,575
231.98%
Holding current value
$2.8 Million
Previous $971,000
287487.54%
% of portfolio
0.42%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding FIXD
# of Institutions
356Shares Held
100MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$536 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$407 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$336 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$304 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$169 Million0.04% of portfolio