Strategic Financial Concepts, LLC First Tr ETF Viii Tcw Opportun Transaction History
Strategic Financial Concepts, LLC
- $415 Billion
- Q1 2024
A detailed history of Strategic Financial Concepts, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 130,767 shares of FIXD stock, worth $5.68 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
130,767
Previous 105,472
23.98%
Holding current value
$5.68 Million
Previous $4.7 Billion
21.19%
% of portfolio
1.37%
Previous 2.79%
Shares
5 transactions
Others Institutions Holding FIXD
# of Institutions
362Shares Held
99.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$496 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$398 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.26MShares$315 Million0.08% of portfolio
-
Signature Estate & Investment Advisors LLC6.77MShares$294 Million8.35% of portfolio
-
Ubs Group Ag3.61MShares$157 Million0.04% of portfolio