Sfi Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History
Sfi Advisors, LLC
- $128 Million
- Q1 2024
A detailed history of Sfi Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Sfi Advisors, LLC holds 127,772 shares of FXO stock, worth $5.9 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
127,772
Previous 97,334
31.27%
Holding current value
$5.9 Million
Previous $4.21 Million
44.1%
% of portfolio
4.76%
Previous 3.61%
Shares
5 transactions
Others Institutions Holding FXO
# of Institutions
189Shares Held
10.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.93MShares$89.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$62.5 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.31MShares$60.4 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL481KShares$22.2 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC475KShares$22 Million0.0% of portfolio