Kestra Private Wealth Services, LLC First Tr ETF Viii Tcw Opportun Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 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 401,573 shares of FIXD stock, worth $18.3 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
401,573
Previous 452,203
11.2%
Holding current value
$18.3 Million
Previous $19.7 Million
12.32%
% of portfolio
0.35%
Previous 0.45%
Shares
16 transactions
Others Institutions Holding FIXD
# of Institutions
357Shares Held
97.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$521 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$402 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$344 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$320 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$166 Million0.04% of portfolio