1858 Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History
1858 Wealth Management, LLC
- $126 Billion
- Q4 2024
A detailed history of 1858 Wealth Management, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 17,940 shares of FXO stock, worth $978,627. This represents 0.77% of its overall portfolio holdings.
Number of Shares
17,940
Previous 17,425
2.96%
Holding current value
$978,627
Previous $891 Million
9.0%
% of portfolio
0.77%
Previous 0.73%
Shares
4 transactions
Others Institutions Holding FXO
# of Institutions
238Shares Held
30MCall Options Held
7.5KPut Options Held
0-
First Trust Advisors LP Wheaton, IL15.1MShares$821 Million0.75% of portfolio
-
Morgan Stanley New York, NY2.48MShares$135 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.9MShares$103 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$79.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL704KShares$38.4 Million0.01% of portfolio