New Edge Wealth, LLC First Tr ETF Viii Tcw Opportun Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 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 50,241 shares of FIXD stock, worth $2.16 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
50,241
Previous 51,081
1.64%
Holding current value
$2.16 Million
Previous $2.2 Million
3.32%
% of portfolio
0.04%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$534 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$405 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$334 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$302 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$168 Million0.04% of portfolio