Private Ocean, LLC First Tr Exchange Traded Fd Fi Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 05, 2020	SELL	$63.49 - $73.14 $7,174 - $8,264	-113 Closed	0 $0
Q3 2019 Nov 04, 2019	BUY	$64.56 - $67.06 $193 - $201	3 Added 2.73%	113 $8,000
Q3 2019 Oct 31, 2019	BUY	$64.56 - $67.06 $7,101 - $7,376	110 New	110 $8,000

Others Institutions Holding FXL

# of Institutions

253

Shares Held

5.88M

Call Options Held

0

Put Options Held

5K

Morgan Stanley New York, NY

703K
Shares

$106 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

583K
Shares

$87.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

496K
Shares

$74.6 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

429K
Shares

$64.6 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

276K
Shares

$41.4 Million
0.02% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
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