New Edge Wealth, LLC First Tr ETF Viii Tcw Opportun Transaction History
New Edge Wealth, LLC
- $6.58 Billion
- Q3 2025
A detailed history of New Edge Wealth, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, New Edge Wealth, LLC holds 14,063 shares of FIXD stock, worth $624,115. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,063
Previous 14,029
0.24%
Holding current value
$624,115
Previous $615,000
1.46%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding FIXD
# of Institutions
339Shares Held
69.7MCall 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