Guardian Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History
Guardian Wealth Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 139,975 shares of FIXD stock, worth $6.02 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
139,975
Previous 131,351
6.57%
Holding current value
$6.02 Million
Previous $5.65 Million
11.99%
% of portfolio
0.76%
Previous 0.75%
Shares
5 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$535 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$406 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$335 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$303 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$169 Million0.04% of portfolio