National Wealth Management Group, LLC First Tr ETF Viii Tcw Opportun Transaction History
National Wealth Management Group, LLC
- $265 Billion
- Q3 2025
A detailed history of National Wealth Management Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, National Wealth Management Group, LLC holds 22,772 shares of FIXD stock, worth $1.02 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
22,772Holding current value
$1.02 Million% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding FIXD
# of Institutions
355Shares Held
68.3MCall Options Held
34.8KPut Options Held
0-
Morgan Stanley New York, NY8.49MShares$380 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC6.41MShares$287 Million0.1% of portfolio
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Wells Fargo & Company San Francisco, CA5.22MShares$233 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.83MShares$127 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.72MShares$122 Million0.04% of portfolio