Roi Financial Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History
Roi Financial Advisors, LLC
- $127 Billion
- Q1 2024
A detailed history of Roi Financial Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 7,769 shares of FXZ stock, worth $497,915. This represents 0.44% of its overall portfolio holdings.
Number of Shares
7,769
Previous 8,076
3.8%
Holding current value
$497,915
Previous $557 Million
0.54%
% of portfolio
0.44%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding FXZ
# of Institutions
134Shares Held
3.75MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA626KShares$40.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY375KShares$24.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC367KShares$23.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC299KShares$19.1 Million0.0% of portfolio
-
Ubs Group Ag151KShares$9.68 Million0.0% of portfolio