Selective Wealth Management, Inc. First Tr ETF Viii Tcw Opportun Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
369Shares Held
79.8MCall Options Held
33.7KPut Options Held
21.1K-
Morgan Stanley New York, NY9.34MShares$404 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.35MShares$318 Million0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$273 Million0.06% of portfolio
-
Ubs Group Ag3.4MShares$147 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.29MShares$142 Million0.06% of portfolio