Modera Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$37.28 - $41.65 $1.07 Million - $1.19 Million	28,617 New	28,617 $1.08 Million

Others Institutions Holding FXO

# of Institutions

245

Shares Held

31.1M

Call Options Held

7.5K

Put Options Held

0

First Trust Advisors LP Wheaton, IL

15.1M
Shares

$766 Million
0.75% of portfolio
Morgan Stanley New York, NY

2.48M
Shares

$126 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.9M
Shares

$96.4 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.47M
Shares

$74.6 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

704K
Shares

$35.8 Million
0.01% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
Industry ETFs

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