Cornerstone Planning Group LLC First Tr Exchange Traded Fd Fi Transaction History

Cornerstone Planning Group LLC

$418 Billion
Q1 2025

A detailed history of Cornerstone Planning Group LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 171,765 shares of FXZ stock, worth $9.16 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

171,765

Previous 154,661 11.06%

Holding current value

$9.16 Million

Previous $9.28 Billion 4.04%

% of portfolio

2.13%

Previous 2.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$54.79 - $60.63 $937,128 - $1.04 Million	17,104 Added 11.06%	171,765 $8.91 Billion
Q4 2024 Jan 29, 2025	BUY	$56.18 - $67.64 $1.15 Million - $1.38 Million	20,406 Added 15.2%	154,661 $9.28 Billion
Q3 2024 Nov 05, 2024	BUY	$61.2 - $67.95 $621,302 - $689,828	10,152 Added 8.18%	134,255 $8.86 Billion
Q2 2024 Aug 13, 2024	BUY	$64.71 - $72.04 $654,218 - $728,324	10,110 Added 8.87%	124,103 $7.76 Billion
Q1 2024 May 07, 2024	BUY	$63.57 - $71.34 $699,397 - $784,882	11,002 Added 10.68%	113,993 $7.77 Billion
Q4 2023 Feb 12, 2024	BUY	$58.78 - $70.0 $607,785 - $723,800	10,340 Added 11.16%	102,991 $7.1 Billion
Q3 2023 Nov 08, 2023	BUY	$61.87 - $68.17 $966,161 - $1.06 Million	15,616 Added 20.27%	92,651 $5.84 Billion
Q2 2023 Aug 15, 2023	BUY	$57.64 - $65.59 $3.99 Million - $4.54 Million	69,287 Added 894.26%	77,035 $4.94 Billion
Q4 2022 Feb 14, 2023	BUY	$53.53 - $65.39 $414,750 - $506,641	7,748 New	7,748 $512 Million

Others Institutions Holding FXZ

# of Institutions

127

Shares Held

3.16M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
Sector ETFs
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Cornerstone Planning Group LLC First Tr Exchange Traded Fd Fi Transaction History