Le Clair Wealth Partners LLC First Tr Exchange Traded Fd Fi Transaction History

Le Clair Wealth Partners LLC

$147 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$54.79 - $60.63 $37,859 - $41,895	-691 Reduced 7.39%	8,657 $480 Million
Q4 2024 Feb 14, 2025	BUY	$56.18 - $67.64 $525,170 - $632,298	9,348 New	9,348 $531 Million

Others Institutions Holding FXZ

# of Institutions

111

Shares Held

2.69M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

427K
Shares

$24.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

194K
Shares

$11.2 Million
0.0% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

194K
Shares

$11.2 Million
2.29% of portfolio
Morgan Stanley New York, NY

181K
Shares

$10.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

117K
Shares

$6.79 Million
0.01% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
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