Fsb Premier Wealth Management, Inc. First Tr ETF Viii Tcw Opportun Transaction History
Fsb Premier Wealth Management, Inc.
- $234 Million
- Q3 2024
A detailed history of Fsb Premier Wealth Management, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 177,248 shares of FIXD stock, worth $7.6 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
177,248
Previous 213,133
16.84%
Holding current value
$7.6 Million
Previous $9.18 Million
12.61%
% of portfolio
3.43%
Previous 4.27%
Shares
17 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$533 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$404 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$334 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$302 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$168 Million0.04% of portfolio