1858 Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History
1858 Wealth Management, LLC
- $118 Billion
- Q1 2025
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 18,328 shares of FXO stock, worth $1.04 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
18,328
Previous 17,940
2.16%
Holding current value
$1.04 Million
Previous $971 Million
0.03%
% of portfolio
0.82%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding FXO
# of Institutions
247Shares Held
31.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL13.9MShares$786 Million0.68% of portfolio
-
Morgan Stanley New York, NY2.69MShares$152 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$124 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.45MShares$82.2 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL979KShares$55.4 Million0.02% of portfolio