Visionary Wealth Advisors First Tr ETF Viii Tcw Opportun Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Visionary Wealth Advisors holds 259,757 shares of FIXD stock, worth $11.1 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
259,757
Previous 312,807
16.96%
Holding current value
$11.1 Million
Previous $13.5 Million
12.74%
% of portfolio
0.75%
Previous 0.92%
Shares
6 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$534 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$405 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$334 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$302 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$168 Million0.04% of portfolio