Delos Wealth Advisors, LLC First Tr Exchange Traded Fd Ut Transaction History
Delos Wealth Advisors, LLC
- $100 Million
- Q2 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 126,508 shares of FXU stock, worth $4.6 Million. This represents 4.17% of its overall portfolio holdings.
Number of Shares
126,508
Previous 106,684
18.58%
Holding current value
$4.6 Million
Previous $3.46 Million
20.83%
% of portfolio
4.17%
Previous 4.03%
Shares
6 transactions
Others Institutions Holding FXU
# of Institutions
115Shares Held
5.24MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY927KShares$33.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC437KShares$15.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc384KShares$14 Million0.0% of portfolio
-
Truist Financial Corp366KShares$13.3 Million0.02% of portfolio
-
Csenge Advisory Group311KShares$11.3 Million0.59% of portfolio