Kowal Investment Group, LLC First Tr ETF Viii Tcw Opportun Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Kowal Investment Group, LLC holds 18,085 shares of FIXD stock, worth $775,484. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,085
Previous 19,258
6.09%
Holding current value
$775,484
Previous $829,000
1.33%
% of portfolio
0.15%
Previous 0.17%
Shares
16 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