Secure Asset Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Secure Asset Management, LLC
- $585 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding FIXD
# of Institutions
343Shares Held
68.1MCall Options Held
34.8KPut Options Held
0-
Morgan Stanley New York, NY8.65MShares$384 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC6.46MShares$287 Million0.09% of portfolio
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Wells Fargo & Company San Francisco, CA5.69MShares$252 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.75MShares$122 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.72MShares$121 Million0.04% of portfolio