Personal Cfo Solutions, LLC First Tr Small Cap Core Alphad Transaction History

Personal Cfo Solutions, LLC

  • $636 Million
  • Q2 2024

A detailed history of Personal Cfo Solutions, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,064 shares of FYX stock, worth $295,706. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,064
Previous 3,061 0.1%
Holding current value
$295,706
Previous $285,000 2.81%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$86.32 - $94.11 $258 - $282
3 Added 0.1%
3,064 $277,000
Q1 2024

May 13, 2024
BUY
$85.84 - $93.24 $7,639 - $8,298
89 Added 2.99%
3,061 $285,000
Q4 2023

Feb 13, 2024
SELL
$74.82 - $93.04 $29,853 - $37,122
-399 Reduced 11.84%
2,972 $272,000
Q3 2023

Nov 13, 2023
BUY
$79.2 - $88.72 $266,983 - $299,075
3,371 New
3,371 $271,000

Others Institutions Holding FYX

# of Institutions
145
Shares Held
6.06M
Call Options Held
3.2K
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
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