Bogart Wealth, LLC First Tr Exchange Traded Fd Ii Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
A detailed history of Bogart Wealth, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Bogart Wealth, LLC holds 329 shares of FPXI stock, worth $16,367. This represents 0.0% of its overall portfolio holdings.
Number of Shares
329
Previous 237
38.82%
Holding current value
$16,367
Previous $11,000
36.36%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FPXI
# of Institutions
85Shares Held
1.95MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA334KShares$16.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$14.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY219KShares$10.9 Million0.0% of portfolio
-
Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.39 Million2.15% of portfolio
-
Sfi Advisors, LLC Montclair, NJ74.4KShares$3.7 Million2.49% of portfolio