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 $302,337. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,909
Previous 6,707
3.01%
Holding current value
$302,337
Previous $303,000
2.31%
% of portfolio
0.15%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding FIXD
# of Institutions
380Shares Held
94.6MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$450 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$370 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$276 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$161 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$144 Million0.03% of portfolio