Holistic Financial Partners First Tr Exchange Trd Fd Healt Transaction History
Holistic Financial Partners
- $197 Million
- Q4 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 47,325 shares of FXH stock, worth $5.08 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
47,325
Previous 48,830
3.08%
Holding current value
$5.08 Million
Previous $5.46 Million
9.79%
% of portfolio
2.5%
Previous 2.66%
Shares
10 transactions
Others Institutions Holding FXH
# of Institutions
271Shares Held
6.3MCall Options Held
700Put Options Held
0-
Morgan Stanley New York, NY1.29MShares$139 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA591KShares$63.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC374KShares$40.2 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL288KShares$30.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC282KShares$30.3 Million0.0% of portfolio