Montis Financial, LLC First Tr Exchange Traded Fd Fi Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Montis Financial, LLC holds 23,937 shares of FXO stock, worth $1.31 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
23,937
Previous 22,220
7.73%
Holding current value
$1.31 Million
Previous $1.14 Million
14.0%
% of portfolio
0.4%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding FXO
# of Institutions
241Shares Held
30MCall Options Held
7.5KPut Options Held
0-
First Trust Advisors LP Wheaton, IL15.1MShares$826 Million0.75% of portfolio
-
Morgan Stanley New York, NY2.48MShares$136 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.9MShares$104 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$80.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL704KShares$38.7 Million0.01% of portfolio