Signature Estate & Investment Advisors LLC First Tr ETF Viii Tcw Opportun Transaction History
Signature Estate & Investment Advisors LLC
- $3.53 Billion
- Q1 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 6,767,926 shares of FIXD stock, worth $290 Million. This represents 8.35% of its overall portfolio holdings.
Number of Shares
6,767,926
Previous 6,034,230
12.16%
Holding current value
$290 Million
Previous $269 Million
9.63%
% of portfolio
8.35%
Previous 7.92%
Shares
7 transactions
Others Institutions Holding FIXD
# of Institutions
361Shares Held
99.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$489 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$392 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.26MShares$311 Million0.08% of portfolio
-
Ubs Group Ag3.61MShares$154 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.56MShares$152 Million0.06% of portfolio