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

Summit Financial, LLC

  • $2.54 Billion
  • Q3 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 19,975 shares of FXO stock, worth $1.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,975
Previous 8,757 128.1%
Holding current value
$1.08 Million
Previous $405,000 152.1%
% of portfolio
0.04%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$45.78 - $51.72 $513,560 - $580,194
11,218 Added 128.1%
19,975 $1.02 Million
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
202
Shares Held
10.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXO Quotes by TradingView
  • Ticker FXO
  • Sector ETFs
  • Industry ETFs
More about FXO
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, 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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email