Novak & Powell Financial Services, Inc. First Trust Industrials/Produc Transaction History
Novak & Powell Financial Services, Inc.
- $134 Billion
- Q1 2024
A detailed history of Novak & Powell Financial Services, Inc. transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 4,750 shares of FXR stock, worth $320,150. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,750
Previous 4,489
5.81%
Holding current value
$320,150
Previous $291 Million
19.03%
% of portfolio
0.26%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding FXR
# of Institutions
176Shares Held
23.5MCall Options Held
6.6KPut Options Held
0-
First Trust Advisors LP Wheaton, IL11MShares$742 Million0.84% of portfolio
-
Morgan Stanley New York, NY2.01MShares$135 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.89MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.3MShares$87.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC700KShares$47.2 Million0.03% of portfolio