Delos Wealth Advisors, LLC First Tr Exchange Traded Fd Ut Transaction History
Delos Wealth Advisors, LLC
- $85.8 Million
- Q1 2024
A detailed history of Delos Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 106,684 shares of FXU stock, worth $3.53 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
106,684
Previous 89,093
19.74%
Holding current value
$3.53 Million
Previous $2.82 Million
22.68%
% of portfolio
4.03%
Previous 4.12%
Shares
5 transactions
Others Institutions Holding FXU
# of Institutions
105Shares Held
4.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY900KShares$29.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC385KShares$12.7 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI281KShares$9.31 Million0.38% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ268KShares$8.86 Million0.22% of portfolio
-
Envestnet Asset Management Inc230KShares$7.61 Million0.0% of portfolio