Brass Tax Wealth Management, Inc First Tr Exchange Traded Fd Ut 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 Ut stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 7,626 shares of FXU stock, worth $298,252. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,626
Previous 8,361
8.79%
Holding current value
$298,252
Previous $276 Million
99.89%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding FXU
# of Institutions
127Shares Held
5.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$40.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC543KShares$21.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc403KShares$15.8 Million0.01% of portfolio
-
Truist Financial Corp350KShares$13.7 Million0.02% of portfolio
-
Csenge Advisory Group324KShares$12.7 Million0.63% of portfolio