Summit Financial, LLC First Tr Exchange Traded Fd Fi Transaction History

Summit Financial, LLC

$2.18 Billion
Q2 2024

A detailed history of Summit Financial, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Summit Financial, LLC holds 8,757 shares of FXO stock, worth $437,850. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,757

Holding current value

$437,850

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$43.95 - $47.69 $384,870 - $417,621	8,757 New	8,757 $405,000

Others Institutions Holding FXO

# of Institutions

192

Shares Held

10.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.95M
Shares

$97.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.38M
Shares

$69.2 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.32M
Shares

$65.9 Million
0.01% of portfolio
Ubs Group Ag

501K
Shares

$25 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

453K
Shares

$22.6 Million
0.0% 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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Summit Financial, LLC First Tr Exchange Traded Fd Fi Transaction History