Pensionmark Financial Group, LLC First Tr ETF Viii Tcw Opportun Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 86,965 shares of FIXD stock, worth $3.73 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
86,965
Previous 94,043
7.53%
Holding current value
$3.73 Million
Previous $4.25 Million
7.52%
% of portfolio
0.13%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
355Shares Held
100MCall 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