True Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, True Wealth Advisors, LLC holds 19,953 shares of FIXD stock, worth $877,732. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,953
Previous 26,814
25.59%
Holding current value
$877,732
Previous $1.21 Million
29.35%
% of portfolio
0.33%
Previous 0.45%
Shares
14 transactions
Others Institutions Holding FIXD
# of Institutions
380Shares Held
94.5MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$452 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$372 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$278 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$162 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$145 Million0.03% of portfolio