Wealthpoint, LLC First Tr ETF Viii Tcw Opportun Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Wealthpoint, LLC holds 14,636 shares of FIXD stock, worth $635,056. This represents 0.25% of its overall portfolio holdings.
Number of Shares
14,636
Previous 16,895
13.37%
Holding current value
$635,056
Previous $746,000
17.56%
% of portfolio
0.25%
Previous 0.27%
Shares
20 transactions
Others Institutions Holding FIXD
# of Institutions
362Shares Held
99.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$496 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$398 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.26MShares$315 Million0.08% of portfolio
-
Signature Estate & Investment Advisors LLC6.77MShares$294 Million8.35% of portfolio
-
Ubs Group Ag3.61MShares$157 Million0.04% of portfolio