Simplicity Wealth,Llc First Tr Exchange Traded Fd Fi Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,110 shares of FXO stock, worth $233,078. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,110

Holding current value

$233,078

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$50.63 - $59.0 $208,089 - $242,490	4,110 New	4,110 $222,000

Others Institutions Holding FXO

# of Institutions

224

Shares Held

12M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.92M
Shares

$109 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.38M
Shares

$78.5 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$76.8 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

704K
Shares

$39.9 Million
0.01% of portfolio
Ubs Group Ag

445K
Shares

$25.2 Million
0.01% of portfolio

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
Industry ETFs

More about FXO

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Simplicity Wealth,Llc First Tr Exchange Traded Fd Fi Transaction History