A detailed history of Sea Crest Wealth Management, LLC transactions in Invesco Currency Shares Swiss Franc Trust stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 3,764 shares of FXF stock, worth $368,872. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,764
Previous 2,479 51.84%
Holding current value
$368,872
Previous $260,000 41.54%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$97.84 - $104.89 $125,724 - $134,783
1,285 Added 51.84%
3,764 $368,000
Q3 2024

Oct 16, 2024

BUY
$98.38 - $105.75 $243,884 - $262,154
2,479 New
2,479 $260,000

Others Institutions Holding FXF

About Invesco CurrencyShares Swiss Franc Trust


  • Ticker FXF
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 2,500,000
  • Market Cap $245M
More about FXF
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.