Investmark Advisory Group LLC First Tr Exchange Traded Fd Fi Transaction History

Investmark Advisory Group LLC

$200 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	BUY	$53.53 - $65.39 $640,111 - $781,933	11,958 New	11,958 $0

Others Institutions Holding FXZ

# of Institutions

127

Shares Held

3.16M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

477K
Shares

$25.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

248K
Shares

$13.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

221K
Shares

$11.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

190K
Shares

$10.1 Million
0.0% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

172K
Shares

$9.16 Million
2.13% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
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