Brass Tax Wealth Management, Inc First Trust Industrials/Produc Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 3,260 shares of FXR stock, worth $228,754. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,260
Previous 3,390
3.83%
Holding current value
$228,754
Previous $231 Million
99.89%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding FXR
# of Institutions
195Shares Held
23.8MCall Options Held
0Put Options Held
12.5K-
First Trust Advisors LP Wheaton, IL10.6MShares$744 Million0.73% of portfolio
-
Wells Fargo & Company San Francisco, CA2.05MShares$144 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.81MShares$127 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.34MShares$94.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC760KShares$53.4 Million0.02% of portfolio