Arete Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Arete Wealth Advisors, LLC

$1.06 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$41.42 - $46.05 $214,928 - $238,953	-5,189 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$42.01 - $45.88 $217,989 - $238,071	5,189 New	5,189 $221,000

Others Institutions Holding FXO

# of Institutions

189

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.93M
Shares

$89.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$62.5 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.31M
Shares

$60.4 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

481K
Shares

$22.2 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

475K
Shares

$22 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
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