Holistic Financial Partners First Tr Exchange Trd Fd Healt Transaction History
Holistic Financial Partners
- $203 Million
- Q1 2025
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 43,571 shares of FXH stock, worth $4.38 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
43,571
Previous 47,325
7.93%
Holding current value
$4.38 Million
Previous $4.93 Million
8.4%
% of portfolio
2.23%
Previous 2.5%
Shares
11 transactions
Others Institutions Holding FXH
# of Institutions
274Shares Held
5.83MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.29MShares$130 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA591KShares$59.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC335KShares$33.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL288KShares$29 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC282KShares$28.4 Million0.0% of portfolio