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

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 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 193,649 shares of FXZ stock, worth $11.9 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
193,649
Previous 171,765 12.74%
Holding current value
$11.9 Million
Previous $8.91 Billion 26.07%
% of portfolio
2.29%
Previous 2.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$46.76 - $57.2 $1.02 Million - $1.25 Million
21,884 Added 12.74%
193,649 $11.2 Billion
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
104
Shares Held
2.52M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXZ Quotes by TradingView
  • Ticker FXZ
  • Sector ETFs
  • Industry ETFs
More about FXZ
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