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 $3.01 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
67,639
Previous 66,438
1.81%
Holding current value
$3.01 Million
Previous $2.99 Million
0.2%
% of portfolio
2.88%
Previous 3.59%
Shares
4 transactions
Others Institutions Holding FIXD
# of Institutions
351Shares Held
68.3MCall Options Held
34.8KPut Options Held
0-
Morgan Stanley New York, NY8.49MShares$378 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.41MShares$286 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA5.22MShares$232 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.83MShares$126 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.72MShares$121 Million0.04% of portfolio