Win Advisors, Inc First Tr Exchange Traded Fd Fi Transaction History

Win Advisors, Inc

$201 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$57.51 - $73.35 $0 - $0	0 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$56.62 - $63.53 $0 - $0	0 New	0 $0

Others Institutions Holding FXZ

# of Institutions

128

Shares Held

3.08M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

477K
Shares

$26.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

248K
Shares

$13.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

221K
Shares

$12.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

190K
Shares

$10.5 Million
0.0% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

155K
Shares

$8.57 Million
2.28% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.