Sugarloaf Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 181 shares of FIXD stock, worth $7,835. This represents 0.0% of its overall portfolio holdings.
Number of Shares
181
Previous 179
1.12%
Holding current value
$7,835
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$538 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$408 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$337 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$305 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$170 Million0.04% of portfolio