One Charles Private Wealth Services, LLC First Tr Exchange Trd Fd Healt Transaction History
One Charles Private Wealth Services, LLC
- $236 Million
- Q2 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in First Tr Exchange Trd Fd Healt stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 5,951 shares of FXH stock, worth $663,238. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,951
Previous 5,898
0.9%
Holding current value
$663,238
Previous $646,000
3.87%
% of portfolio
0.26%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding FXH
# of Institutions
272Shares Held
6.62MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY1.75MShares$195 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA528KShares$58.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC458KShares$51.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC286KShares$31.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc234KShares$26.1 Million0.01% of portfolio