Carson Allaria Wealth Management, Ltd. First Tr Exchange Traded Fd Fi Transaction History

Carson Allaria Wealth Management, Ltd.

  • $160 Million
  • Q2 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 72 shares of FXL stock, worth $9,881. This represents 0.01% of its overall portfolio holdings.

Number of Shares
72
Previous 71 1.41%
Holding current value
$9,881
Previous $9,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$123.54 - $136.26 $123 - $136
1 Added 1.41%
72 $9,000
Q3 2023

Nov 09, 2023
BUY
$107.71 - $121.01 $107 - $121
1 Added 1.43%
71 $7,000
Q2 2023

Aug 01, 2023
BUY
$96.27 - $115.04 $96 - $115
1 Added 1.45%
70 $8,000
Q1 2023

Apr 26, 2023
BUY
$91.07 - $107.48 $2,276 - $2,687
25 Added 56.82%
69 $7,000
Q1 2022

May 05, 2022
BUY
$104.66 - $131.4 $313 - $394
3 Added 7.32%
44 $5,000
Q4 2021

Feb 10, 2022
BUY
$121.72 - $138.38 $4,990 - $5,673
41 New
41 $5,000

Others Institutions Holding FXL

# of Institutions
239
Shares Held
5.86M
Call Options Held
5.3K
Put Options Held
7.4K
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXL Quotes by TradingView
  • Ticker FXL
  • Sector ETFs
  • Industry ETFs
More about FXL
Track This Portfolio

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email