Tria Gen Wealth Management LLC First Tr Exchange Traded Fd Fi Transaction History

Tria Gen Wealth Management LLC

  • $355 Million
  • Q3 2025

A detailed history of Tria Gen Wealth Management LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 39,383 shares of FXO stock, worth $2.28 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
39,383
Previous 40,261 2.18%
Holding current value
$2.28 Million
Previous $2.26 Million 3.59%
% of portfolio
0.66%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$55.81 - $60.32 $49,001 - $52,960
-878 Reduced 2.18%
39,383 $2.34 Million
Q2 2025

Jul 23, 2025
BUY
$45.9 - $56.06 $840,658 - $1.03 Million
18,315 Added 83.45%
40,261 $2.26 Million
Q1 2025

May 13, 2025
SELL
$50.93 - $57.24 $106,443 - $119,631
-2,090 Reduced 8.7%
21,946 $1.16 Million
Q4 2024

Jan 23, 2025
BUY
$50.63 - $59.0 $1.22 Million - $1.42 Million
24,036 New
24,036 $1.3 Million

Others Institutions Holding FXO

# of Institutions
244
Shares Held
31.3M
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 Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen 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 Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email