Modern Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,934 shares of FIXD stock, worth $561,852. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,934
Previous 13,047
0.87%
Holding current value
$561,852
Previous $582 Million
5.08%
% of portfolio
0.05%
Previous 0.08%
Shares
2 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
-
Lpl Financial LLC Fort Mill, SC9.17MShares$398 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.26MShares$315 Million0.08% of portfolio
-
Signature Estate & Investment Advisors LLC6.77MShares$294 Million8.35% of portfolio
-
Ubs Group Ag3.61MShares$157 Million0.04% of portfolio