1858 Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History
1858 Wealth Management, LLC
- $122 Billion
- Q3 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 17,425 shares of FXO stock, worth $942,169. This represents 0.73% of its overall portfolio holdings.
Number of Shares
17,425
Previous 15,795
10.32%
Holding current value
$942,169
Previous $731 Million
21.85%
% of portfolio
0.73%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding FXO
# of Institutions
194Shares Held
10.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.95MShares$105 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.38MShares$74.8 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.32MShares$71.3 Million0.01% of portfolio
-
Ubs Group Ag501KShares$27.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC453KShares$24.5 Million0.0% of portfolio