Holos Integrated Wealth LLC First Tr ETF Viii Tcw Opportun Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 20,568 shares of FIXD stock, worth $912,807. This represents 0.54% of its overall portfolio holdings.
Number of Shares
20,568
Previous 27,139
24.21%
Holding current value
$912,807
Previous $1.19 Billion
24.15%
% of portfolio
0.54%
Previous 0.78%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
340Shares Held
69.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.65MShares$384 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.46MShares$287 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA5.69MShares$252 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.75MShares$122 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.72MShares$121 Million0.04% of portfolio