Insight Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History
Insight Wealth Partners, LLC
- $592 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding FIXD
# of Institutions
366Shares Held
78.4MCall Options Held
33.7KPut Options Held
21.1K-
Morgan Stanley New York, NY9.34MShares$407 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.35MShares$320 Million0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$275 Million0.06% of portfolio
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Ubs Group Ag3.4MShares$148 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.29MShares$143 Million0.06% of portfolio