One Charles Private Wealth Services, LLC First Tr Exchange Traded Fd Ut Transaction History
One Charles Private Wealth Services, LLC
- $254 Million
- Q3 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 11,487 shares of FXU stock, worth $434,668. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,487
Previous 11,543
0.49%
Holding current value
$434,668
Previous $381,000
16.01%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding FXU
# of Institutions
127Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$39 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC543KShares$20.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc403KShares$15.3 Million0.01% of portfolio
-
Truist Financial Corp350KShares$13.2 Million0.02% of portfolio
-
Csenge Advisory Group324KShares$12.2 Million0.63% of portfolio