Roi Financial Advisors, LLC First Tr Exchange Traded Fd Fi 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 Fi stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 8,360 shares of FXZ stock, worth $474,931. This represents 0.39% of its overall portfolio holdings.

Number of Shares
8,360
Previous 7,976 4.81%
Holding current value
$474,931
Previous $517 Million 8.41%
% of portfolio
0.39%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$61.2 - $67.95 $23,500 - $26,092
384 Added 4.81%
8,360 $560 Million
Q2 2024

Aug 09, 2024
BUY
$64.71 - $72.04 $13,394 - $14,912
207 Added 2.66%
7,976 $517 Million
Q1 2024

May 13, 2024
SELL
$63.57 - $71.34 $19,515 - $21,901
-307 Reduced 3.8%
7,769 $554 Million
Q4 2023

Feb 13, 2024
BUY
$58.78 - $70.0 $474,707 - $565,320
8,076 New
8,076 $557 Million

Others Institutions Holding FXZ

# of Institutions
124
Shares Held
3.09M
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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