Integris Wealth Management, LLC First Trust Us Equity Opportun Transaction History

Integris Wealth Management, LLC

  • $383 Billion
  • Q2 2025

A detailed history of Integris Wealth Management, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Integris Wealth Management, LLC holds 1,772 shares of FPX stock, worth $293,638. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,772
Holding current value
$293,638
% of portfolio
0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$99.2 - $144.91 $175,782 - $256,780
1,772 New
1,772 $257 Million
Q4 2024

Jan 23, 2025
BUY
$109.38 - $131.9 $193,821 - $233,726
1,772 New
1,772 $212 Million

Others Institutions Holding FPX

# of Institutions
197
Shares Held
3.41M
Call Options Held
1.5K
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

FPX Quotes by TradingView
  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
Track This Portfolio

Track Integris Wealth Management, LLC Portfolio

Follow Integris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email