Montz Harcus Wealth Management LLC First Tr Exchange Traded Fd Fi Transaction History
Montz Harcus Wealth Management LLC
- $181 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding FXO
# of Institutions
245Shares Held
31.2MCall Options Held
7.5KPut Options Held
0-
First Trust Advisors LP Wheaton, IL15.1MShares$766 Million0.75% of portfolio
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Morgan Stanley New York, NY2.48MShares$126 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.9MShares$96.4 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.47MShares$74.6 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL704KShares$35.8 Million0.01% of portfolio