New Edge Wealth, LLC First Tr ETF Viii Tcw Opportun Transaction History
New Edge Wealth, LLC
- $4.55 Billion
- Q1 2024
A detailed history of New Edge Wealth, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, New Edge Wealth, LLC holds 51,686 shares of FIXD stock, worth $2.25 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
51,686
Previous 63,533
18.65%
Holding current value
$2.25 Million
Previous $2.83 Million
20.47%
% of portfolio
0.05%
Previous 0.07%
Shares
5 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