Shore Haven Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 6,909 shares of FIXD stock, worth $297,708. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,909
Previous 6,707
3.01%
Holding current value
$297,708
Previous $303,000
2.31%
% of portfolio
0.15%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding FIXD
# of Institutions
374Shares Held
93.6MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$443 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$364 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$272 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$159 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$142 Million0.03% of portfolio