L.M. Kohn & Company First Tr ETF Viii Tcw Opportun Transaction History
L.M. Kohn & Company
- $390 Million
- Q3 2024
A detailed history of L.M. Kohn & Company transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, L.M. Kohn & Company holds 18,436 shares of FIXD stock, worth $798,094. This represents 0.21% of its overall portfolio holdings.
Number of Shares
18,436
Previous 15,262
20.8%
Holding current value
$798,094
Previous $657,000
26.94%
% of portfolio
0.21%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$538 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$408 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$337 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$305 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$170 Million0.04% of portfolio