Roi Financial Advisors, LLC First Tr Exchange Traded Fd Ut Transaction History
Roi Financial Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Roi Financial Advisors, LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 7,363 shares of FXU stock, worth $279,720. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,363
Previous 7,335
0.38%
Holding current value
$279,720
Previous $243 Million
16.8%
% of portfolio
0.2%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding FXU
# of Institutions
123Shares Held
5.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY927KShares$35.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC437KShares$16.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc403KShares$15.3 Million0.01% of portfolio
-
Truist Financial Corp366KShares$13.9 Million0.02% of portfolio
-
Csenge Advisory Group311KShares$11.8 Million0.59% of portfolio