Wellspring Financial Advisors, LLC Invesco Currency Shares Swiss Franc Trust Transaction History

Wellspring Financial Advisors, LLC

  • $633 Billion
  • Q1 2024

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 $346,465. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,500
Previous 3,499 0.03%
Holding current value
$346,465
Previous $370 Million 6.7%
% of portfolio
0.05%
Previous 0.09%

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

# of Institutions
44
Shares Held
471K
Call Options Held
35.4K
Put Options Held
69K
View Full List

About Invesco CurrencyShares Swiss Franc Trust

FXF Quotes by TradingView
  • Ticker FXF
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 2,500,000
  • Market Cap $247M
More about FXF
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