Willner & Heller, LLC First Tr Exchange Traded Fd Fi Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Willner & Heller, LLC holds 6,692 shares of FXZ stock, worth $430,830. This represents 0.53% of its overall portfolio holdings.

Number of Shares
6,692
Previous 6,382 4.86%
Holding current value
$430,830
Previous $386,000 19.43%
% of portfolio
0.53%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024
BUY
$58.78 - $70.0 $18,221 - $21,700
310 Added 4.86%
6,692 $461,000
Q4 2022

Feb 14, 2023
BUY
$58.11 - $65.39 $61,654 - $69,378
1,061 Added 19.94%
6,382 $386,000
Q3 2022

Oct 24, 2022
BUY
$51.73 - $65.56 $87,423 - $110,796
1,690 Added 46.54%
5,321 $276,000
Q2 2022

Jul 22, 2022
BUY
$56.05 - $74.6 $203,517 - $270,872
3,631 New
3,631 $205,000

Others Institutions Holding FXZ

# of Institutions
133
Shares Held
3.75M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXZ Quotes by TradingView
  • Ticker FXZ
  • Sector ETFs
  • Industry ETFs
More about FXZ
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