One Charles Private Wealth Services, LLC First Tr Exchange Traded Fd Fi Transaction History
One Charles Private Wealth Services, LLC
- $325 Million
- Q2 2025
A detailed history of One Charles Private Wealth Services, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 1,557 shares of FXL stock, worth $258,524. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,557
Previous 1,557
-0.0%
Holding current value
$258,524
Previous $205,000
19.51%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding FXL
# of Institutions
279Shares Held
5.8MCall Options Held
5.1KPut Options Held
5K-
Morgan Stanley New York, NY721KShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC538KShares$89.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA528KShares$87.6 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL426KShares$70.7 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL276KShares$45.8 Million0.02% of portfolio