Roi Financial Advisors, LLC First Tr Exchange Traded Fd Ut Transaction History
Roi Financial Advisors, LLC
- $138 Billion
- Q2 2024
A detailed history of Roi Financial Advisors, LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 7,335 shares of FXU stock, worth $283,937. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,335
Previous 7,308
0.37%
Holding current value
$283,937
Previous $237 Million
2.35%
% of portfolio
0.18%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding FXU
# of Institutions
116Shares Held
5.26MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY927KShares$35.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC437KShares$16.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc384KShares$14.9 Million0.0% of portfolio
-
Truist Financial Corp366KShares$14.2 Million0.02% of portfolio
-
Csenge Advisory Group311KShares$12.1 Million0.59% of portfolio