Capital Asset Advisory Services LLC First Tr ETF Viii Tcw Opportun Transaction History
Capital Asset Advisory Services LLC
- $1.94 Billion
- Q1 2025
A detailed history of Capital Asset Advisory Services LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 335,748 shares of FIXD stock, worth $14.5 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
335,748
Previous 494,526
32.11%
Holding current value
$14.5 Million
Previous $21.2 Million
30.86%
% of portfolio
0.76%
Previous 1.06%
Shares
23 transactions
Others Institutions Holding FIXD
# of Institutions
374Shares Held
92.7MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$443 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$364 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$272 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$159 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$142 Million0.03% of portfolio