Tcfg Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q1 2025
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 13,982 shares of FIXD stock, worth $612,131. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,982
Previous 24,950
43.96%
Holding current value
$612,131
Previous $1.07 Billion
42.82%
% of portfolio
0.31%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
371Shares Held
91MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$450 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$370 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$276 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$161 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$144 Million0.03% of portfolio