Sequent Planning LLC First Tr ETF Viii Tcw Opportun Transaction History
Sequent Planning LLC
- $292 Billion
- Q2 2024
A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Sequent Planning LLC holds 107,596 shares of FIXD stock, worth $4.88 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
107,596
Previous 95,993
12.09%
Holding current value
$4.88 Million
Previous $4.19 Billion
10.21%
% of portfolio
1.58%
Previous 1.51%
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
357Shares Held
97.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$518 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$400 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$342 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$319 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$165 Million0.04% of portfolio