Sugarloaf Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Sugarloaf Wealth Management, LLC
- $460 Million
- Q2 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 179 shares of FIXD stock, worth $8,123. This represents 0.0% of its overall portfolio holdings.
Number of Shares
179
Previous 177
1.13%
Holding current value
$8,123
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
18 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$318 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$165 Million0.04% of portfolio