Kingswood Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,987 shares of FXO stock, worth $849,709. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,987
Previous 17,040
6.18%
Holding current value
$849,709
Previous $922 Million
8.14%
% of portfolio
0.03%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding FXO
# of Institutions
246Shares Held
31.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL13.9MShares$738 Million0.68% of portfolio
-
Morgan Stanley New York, NY2.69MShares$143 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$116 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.45MShares$77.2 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL979KShares$52 Million0.02% of portfolio