Visionary Wealth Advisors First Tr ETF Viii Tcw Opportun Transaction History
Visionary Wealth Advisors
- $1.47 Billion
- Q2 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 312,807 shares of FIXD stock, worth $13.7 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
312,807
Previous 341,190
8.32%
Holding current value
$13.7 Million
Previous $14.9 Million
9.47%
% of portfolio
0.92%
Previous 1.04%
Shares
5 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
97.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$499 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$386 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$341 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$307 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$159 Million0.04% of portfolio