Kestra Private Wealth Services, LLC First Tr ETF Viii Tcw Opportun Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 31,375 shares of FIXD stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
31,375
Previous 50,540
37.92%
Holding current value
$1.35 Million
Previous $2.29 Million
41.03%
% of portfolio
0.02%
Previous 0.04%
Shares
18 transactions
Others Institutions Holding FIXD
# of Institutions
355Shares 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$406 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