Kingswood Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,943 shares of FIXD stock, worth $214,723. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,943Holding current value
$214,723% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FIXD
# of Institutions
362Shares Held
99.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$496 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC9.17MShares$398 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA7.26MShares$315 Million0.08% of portfolio
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Signature Estate & Investment Advisors LLC6.77MShares$294 Million8.35% of portfolio
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Ubs Group Ag3.61MShares$157 Million0.04% of portfolio