Wmg Financial Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History
Wmg Financial Advisors, LLC
- $206 Million
- Q3 2024
A detailed history of Wmg Financial Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 17,834 shares of FIXD stock, worth $773,282. This represents 0.39% of its overall portfolio holdings.
Number of Shares
17,834
Previous 17,109
4.24%
Holding current value
$773,282
Previous $736,000
9.51%
% of portfolio
0.39%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$539 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$409 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$338 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$306 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$170 Million0.04% of portfolio