A detailed history of Wellspring Financial Advisors, LLC transactions in Invesco Currency Shares Swiss Franc Trust stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 3,500 shares of FXF stock, worth $356,335. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,500
Previous 3,500 -0.0%
Holding current value
$356,335
Previous $345 Million 0.33%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$98.33 - $104.97 $98 - $104
1 Added 0.03%
3,500 $345 Million
Q4 2023

Feb 13, 2024

BUY
$96.62 - $105.78 $96 - $105
1 Added 0.03%
3,499 $370 Million
Q2 2021

Aug 13, 2021

BUY
$96.45 - $101.31 $337,382 - $354,382
3,498 New
3,498 $342,000
Q1 2021

May 17, 2021

SELL
$96.12 - $103.71 $211,752 - $228,473
-2,203 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$99.25 - $103.34 $218,647 - $227,658
2,203 New
2,203 $227,000

Others Institutions Holding FXF

About Invesco CurrencyShares Swiss Franc Trust


  • Ticker FXF
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 2,500,000
  • Market Cap $255M
More about FXF
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