Steward Partners Investment Advisory, LLC First Tr ETF Viii Tcw Opportun Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 601,468 shares of FIXD stock, worth $25.8 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
601,468
Previous 270,814
122.1%
Holding current value
$25.8 Million
Previous $11.7 Million
133.4%
% of portfolio
0.26%
Previous 0.12%
Shares
21 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall 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