Choice Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Choice Wealth Advisors, LLC

  • $163 Million
  • Q1 2024

A detailed history of Choice Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 42,467 shares of FXO stock, worth $1.96 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
42,467
Previous 37,735 12.54%
Holding current value
$1.96 Million
Previous $1.63 Million 23.58%
% of portfolio
1.24%
Previous 1.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$42.44 - $47.52 $200,826 - $224,864
4,732 Added 12.54%
42,467 $2.02 Million
Q4 2023

Jan 11, 2024
SELL
$35.41 - $43.72 $20,785 - $25,663
-587 Reduced 1.53%
37,735 $1.63 Million
Q3 2023

Oct 10, 2023
SELL
$37.28 - $41.65 $31,054 - $34,694
-833 Reduced 2.13%
38,322 $1.45 Million
Q2 2023

Jul 14, 2023
BUY
$33.55 - $38.94 $51,532 - $59,811
1,536 Added 4.08%
39,155 $1.48 Million
Q4 2022

Jan 25, 2023
SELL
$40.4 - $43.96 $37,531 - $40,838
-929 Reduced 2.41%
37,619 $0
Q3 2022

Nov 09, 2022
BUY
$37.8 - $44.48 $1.46 Million - $1.71 Million
38,548 New
38,548 $1.42 Million
Q2 2022

Aug 09, 2022
SELL
$37.52 - $45.99 $1.54 Million - $1.89 Million
-41,084 Closed
0 $0
Q1 2022

Apr 12, 2022
BUY
$42.38 - $48.61 $847,642 - $972,248
20,001 Added 94.87%
41,084 $1.84 Million
Q4 2021

Feb 14, 2022
BUY
$44.17 - $48.6 $931,236 - $1.02 Million
21,083 New
21,083 $976,000

Others Institutions Holding FXO

# of Institutions
189
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

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

Track Choice Wealth Advisors, LLC Portfolio

Follow Choice Wealth Advisors, LLC 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 Choice Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Choice Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email