Sweet Financial Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History
Sweet Financial Partners, LLC
- $420 Million
- Q1 2024
A detailed history of Sweet Financial Partners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 12,984 shares of FIXD stock, worth $558,961. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,984
Previous 421,532
96.92%
Holding current value
$558,961
Previous $18.8 Million
96.99%
% of portfolio
0.13%
Previous 4.5%
Shares
10 transactions
Others Institutions Holding FIXD
# of Institutions
360Shares Held
99.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$492 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$395 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.26MShares$312 Million0.08% of portfolio
-
Signature Estate & Investment Advisors LLC6.77MShares$291 Million8.35% of portfolio
-
Ubs Group Ag3.61MShares$155 Million0.04% of portfolio