Wealth Enhancement & Preservation Of Ga, LLC First Tr ETF Viii Tcw Opportun Transaction History
Wealth Enhancement & Preservation Of Ga, LLC
- $104 Million
- Q2 2023
A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 67,639 shares of FIXD stock, worth $3.05 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
67,639
Previous 66,438
1.81%
Holding current value
$3.05 Million
Previous $2.99 Million
0.2%
% of portfolio
2.88%
Previous 3.59%
Shares
4 transactions
Others Institutions Holding FIXD
# of Institutions
358Shares Held
97.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$514 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$397 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$339 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$316 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$164 Million0.04% of portfolio