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 $2.93 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
67,639
Previous 66,438
1.81%
Holding current value
$2.93 Million
Previous $2.99 Million
0.2%
% of portfolio
2.88%
Previous 3.59%
Shares
4 transactions
Others Institutions Holding FIXD
# of Institutions
377Shares Held
94.1MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$445 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$366 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$273 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$160 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$143 Million0.03% of portfolio