Bennett Associates Wealth Management First Tr ETF Viii Tcw Opportun Transaction History
Bennett Associates Wealth Management
- $144 Billion
- Q4 2025
A detailed history of Bennett Associates Wealth Management transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Bennett Associates Wealth Management holds 140,363 shares of FIXD stock, worth $6.23 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
140,363
Previous 137,197
2.31%
Holding current value
$6.23 Million
Previous $6.09 Billion
2.08%
% of portfolio
4.31%
Previous 4.42%
Shares
9 transactions
Others Institutions Holding FIXD
# of Institutions
340Shares Held
69.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.65MShares$384 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.46MShares$287 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA5.69MShares$252 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.75MShares$122 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.72MShares$121 Million0.04% of portfolio