Cyndeo Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 31,397 shares of FIXD stock, worth $1.37 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
31,397
Previous 446,352
92.97%
Holding current value
$1.37 Million
Previous $20.2 Million
93.32%
% of portfolio
0.09%
Previous 1.44%
Shares
9 transactions
Others Institutions Holding FIXD
# of Institutions
380Shares Held
94.6MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$449 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$369 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$276 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$161 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$144 Million0.03% of portfolio