National Wealth Management Group, LLC First Tr ETF Viii Tcw Opportun Transaction History
National Wealth Management Group, LLC
- $289 Billion
- Q4 2025
A detailed history of National Wealth Management Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, National Wealth Management Group, LLC holds 27,637 shares of FIXD stock, worth $1.23 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
27,637
Previous 22,772
21.36%
Holding current value
$1.23 Million
Previous $1.01 Billion
21.09%
% of portfolio
0.42%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
340Shares 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