Landmark Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Landmark Wealth Management, LLC
- $216 Million
- Q3 2025
A detailed history of Landmark Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 142,986 shares of FIXD stock, worth $6.35 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
142,986
Previous 136,837
4.49%
Holding current value
$6.35 Million
Previous $6.01 Million
5.74%
% of portfolio
2.95%
Previous 2.56%
Shares
16 transactions
Others Institutions Holding FIXD
# of Institutions
339Shares 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