Heron Financial Group, LLC First Tr ETF Viii Tcw Opportun Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Heron Financial Group, LLC holds 13,110 shares of FIXD stock, worth $599,389. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,110
Previous 14,250
8.0%
Holding current value
$599,389
Previous $642,000
9.81%
% of portfolio
0.31%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
357Shares Held
97.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$522 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$403 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$344 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$321 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$166 Million0.04% of portfolio