Wealthspire Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding FIXD
# of Institutions
374Shares Held
94.5MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$444 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC8.45MShares$365 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA6.31MShares$272 Million0.06% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.68MShares$159 Million0.06% of portfolio
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Ubs Group Ag3.3MShares$142 Million0.03% of portfolio