Roi Financial Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History
Roi Financial Advisors, LLC
- $138 Billion
- Q2 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 7,976 shares of FXZ stock, worth $531,440. This represents 0.38% of its overall portfolio holdings.
Number of Shares
7,976
Previous 7,769
2.66%
Holding current value
$531,440
Previous $554 Million
6.68%
% of portfolio
0.38%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding FXZ
# of Institutions
127Shares Held
3.47MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA546KShares$36.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC353KShares$23.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY323KShares$21.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC270KShares$18 Million0.0% of portfolio
-
Ubs Group Ag183KShares$12.2 Million0.0% of portfolio