Holistic Financial Partners First Tr Exchange Trd Fd Healt Transaction History
Holistic Financial Partners
- $188 Million
- Q2 2024
A detailed history of Holistic Financial Partners transactions in First Tr Exchange Trd Fd Healt stock. As of the latest transaction made, Holistic Financial Partners holds 47,326 shares of FXH stock, worth $5.27 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
47,326
Previous 48,791
3.0%
Holding current value
$5.27 Million
Previous $5.35 Million
7.5%
% of portfolio
2.63%
Previous 2.89%
Shares
8 transactions
Others Institutions Holding FXH
# of Institutions
272Shares Held
6.62MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY1.75MShares$195 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA528KShares$58.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC458KShares$51.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC286KShares$31.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc234KShares$26.1 Million0.01% of portfolio