Wr Wealth Planners, LLC First Tr ETF Viii Tcw Opportun Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 7 shares of FIXD stock, worth $305. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7Holding current value
$305% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FIXD
# of Institutions
353Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$543 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC9.43MShares$412 Million0.2% of portfolio
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Signature Estate & Investment Advisors LLC7.79MShares$340 Million8.16% of portfolio
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Wells Fargo & Company San Francisco, CA7.05MShares$308 Million0.07% of portfolio
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Ubs Group Ag3.92MShares$171 Million0.04% of portfolio