Howard Financial Services, Ltd. First Tr Exchange Traded Fd Fi Transaction History

Howard Financial Services, Ltd.

$579 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$42.01 - $45.88 $218,452 - $238,576	-5,200 Closed	0 $0
Q1 2021 May 03, 2021	BUY	$33.85 - $42.86 $176,020 - $222,872	5,200 New	5,200 $216,000

Others Institutions Holding FXO

# of Institutions

190

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.93M
Shares

$88.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$61.9 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.31M
Shares

$59.9 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

481K
Shares

$22 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

475K
Shares

$21.8 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Howard Financial Services, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Howard Financial Services, Ltd. with notifications on news.