Tcfg Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 24,950 shares of FIXD stock, worth $1.08 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
24,950
Previous 23,325
6.97%
Holding current value
$1.08 Million
Previous $1.06 Billion
1.6%
% of portfolio
0.54%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
355Shares Held
100MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$536 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$406 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$336 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$304 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$169 Million0.04% of portfolio