Brass Tax Wealth Management, Inc First Tr Exchange Traded Fd Fi Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 44,835 shares of FXO stock, worth $2.38 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
44,835
Previous 46,047
2.63%
Holding current value
$2.38 Million
Previous $2.13 Billion
99.89%
% of portfolio
0.91%
Previous 0.92%
Shares
3 transactions
Others Institutions Holding FXO
# of Institutions
242Shares Held
30MCall Options Held
7.5KPut Options Held
0-
First Trust Advisors LP Wheaton, IL15.1MShares$800 Million0.75% of portfolio
-
Morgan Stanley New York, NY2.48MShares$132 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.9MShares$101 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$77.8 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL704KShares$37.4 Million0.01% of portfolio