Monterey Private Wealth, Inc. First Tr Exchange Traded Fd Fi Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 11,929 shares of FXZ stock, worth $739,598. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,929
Previous 12,161
1.91%
Holding current value
$739,598
Previous $867,000
10.84%
% of portfolio
0.29%
Previous 0.35%
Shares
20 transactions
Others Institutions Holding FXZ
# of Institutions
127Shares Held
3.47MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA546KShares$33.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC353KShares$21.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY323KShares$20 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC270KShares$16.7 Million0.0% of portfolio
-
Ubs Group Ag183KShares$11.3 Million0.0% of portfolio