Cornerstone Planning Group LLC First Tr Exchange Traded Fd Fi Transaction History

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 154,661 shares of FXZ stock, worth $9.31 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
154,661
Previous 134,255 15.2%
Holding current value
$9.31 Million
Previous $8.86 Billion 4.78%
% of portfolio
2.28%
Previous 2.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$56.18 - $67.64 $1.15 Million - $1.38 Million
20,406 Added 15.2%
154,661 $9.28 Billion
Q3 2024

Nov 05, 2024
BUY
$61.2 - $67.95 $621,302 - $689,828
10,152 Added 8.18%
134,255 $8.86 Billion
Q2 2024

Aug 13, 2024
BUY
$64.71 - $72.04 $654,218 - $728,324
10,110 Added 8.87%
124,103 $7.76 Billion
Q1 2024

May 07, 2024
BUY
$63.57 - $71.34 $699,397 - $784,882
11,002 Added 10.68%
113,993 $7.77 Billion
Q4 2023

Feb 12, 2024
BUY
$58.78 - $70.0 $607,785 - $723,800
10,340 Added 11.16%
102,991 $7.1 Billion
Q3 2023

Nov 08, 2023
BUY
$61.87 - $68.17 $966,161 - $1.06 Million
15,616 Added 20.27%
92,651 $5.84 Billion
Q2 2023

Aug 15, 2023
BUY
$57.64 - $65.59 $3.99 Million - $4.54 Million
69,287 Added 894.26%
77,035 $4.94 Billion
Q4 2022

Feb 14, 2023
BUY
$53.53 - $65.39 $414,750 - $506,641
7,748 New
7,748 $512 Million

Others Institutions Holding FXZ

# of Institutions
117
Shares Held
2.97M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXZ Quotes by TradingView
  • Ticker FXZ
  • Sector ETFs
  • Industry ETFs
More about FXZ
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