Montis Financial, LLC First Tr Exchange Traded Fd Fi Transaction History

Montis Financial, LLC

  • $357 Million
  • Q2 2025

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 22,188 shares of FXO stock, worth $1.28 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
22,188
Previous 25,919 14.39%
Holding current value
$1.28 Million
Previous $1.37 Million 9.47%
% of portfolio
0.35%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$45.9 - $56.06 $171,252 - $209,159
-3,731 Reduced 14.39%
22,188 $1.24 Million
Q1 2025

May 02, 2025
BUY
$50.93 - $57.24 $100,943 - $113,449
1,982 Added 8.28%
25,919 $1.37 Million
Q4 2024

Feb 10, 2025
BUY
$50.63 - $59.0 $86,931 - $101,303
1,717 Added 7.73%
23,937 $1.3 Million
Q3 2024

Oct 10, 2024
BUY
$45.78 - $51.72 $1.02 Million - $1.15 Million
22,220 New
22,220 $1.14 Million

Others Institutions Holding FXO

# of Institutions
247
Shares Held
31.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXO Quotes by TradingView
  • Ticker FXO
  • Sector ETFs
  • Industry ETFs
More about FXO
Track This Portfolio

Track Montis Financial, LLC Portfolio

Follow Montis Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email