Institutional Ownership Invesco Currency Shares Euro Trust (FXE)
This table provides information about the institutional ownership of Invesco Currency Shares Euro Trust (FXE). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 721,617 shares, which have been reported (via 13F filing form) to have a value of $70.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,885
shares
|
$377,544
0.02% of portfolio
|
Q3 2024
Reduced 44.02%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,222
shares
|
$313,113
0.07% of portfolio
|
Q3 2024
Added 75.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
3,082
shares
|
$299,508
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,927
shares
|
$284,445
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
2,525
shares
|
$245,379
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
2,330
shares
|
$226,429
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,122
shares
|
$206,215
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,148
shares
|
$111,562
0.01% of portfolio
|
Q2 2024
Reduced 11.69%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
1,135
shares
|
$110,299
0.01% of portfolio
|
Q4 2022
Reduced 80.7%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
1,090
shares
|
$105,926
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,060
shares
|
$103,010
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
993
shares
|
$96,499
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
716
shares
|
$69,580
0.0% of portfolio
|
Q4 2020
Added 6.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
560
shares
|
$54,420
0.0% of portfolio
|
Q1 2024
Added 43.21%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
512
shares
|
$49,756
0.02% of portfolio
|
Q3 2024
Reduced 40.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
500
shares
|
$48,590
0.0% of portfolio
|
Q3 2024
Added 1062.79%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
393
shares
|
$38,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
275
shares
|
$26,724
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$19,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
114
shares
|
$11,078
0.0% of portfolio
|
Q1 2024
Reduced 50.86%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
73
shares
|
$7,094
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
4
shares
|
$388
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1
shares
|
$97
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|