Brass Tax Wealth Management, Inc First Tr Exchange Traded Fd Fi Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
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 41,674 shares of FXO stock, worth $2.37 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
41,674
Previous 42,549
2.06%
Holding current value
$2.37 Million
Previous $2.26 Billion
3.6%
% of portfolio
0.45%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding FXO
# of Institutions
246Shares Held
31.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL13.9MShares$789 Million0.68% of portfolio
-
Morgan Stanley New York, NY2.69MShares$153 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$124 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.45MShares$82.5 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL979KShares$55.6 Million0.02% of portfolio