Latest Institutional Purchases of Invesco Currency Shares Swiss Franc Trust (FXF)
This list provides information on the latest institutional transactions involving Invesco Currency Shares Swiss Franc Trust (FXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 8.62% |
$450 - $475
|
63
$6.17K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5.51KNew |
$492K - $535K
|
5.51K
$540K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.95KNew |
$263K - $286K
|
2.95K
$289K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
44New |
$3.93K - $4.27K
|
44
$4.31K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
461+ 121.32% |
$44K - $45.5K
|
841
$82.4K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
28New |
$2.67K - $2.77K
|
28
$2.74K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$29K - $29.8K
|
300
$29.4K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
150New |
$14.5K - $14.9K
|
150
$14.7K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
116New |
$11.2K - $11.5K
|
116
$11.4K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$4.83M - $5.01M
|
50K
$4.9M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
5.12K+ 85.32% |
$495K - $513K
|
11.1K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
1.5KNew |
$145K - $150K
|
1.5K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
100+ 9.04% |
$9.66K - $10K
|
1.21K
$118K
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.2KNew |
$116K - $122K
|
1.2K
$118K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.92KNew |
$377K - $407K
|
3.92K
$384K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.95KNew |
$392K - $408K
|
3.95K
$387K
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
1.1K+ 275.0% |
$109K - $114K
|
1.5K
$147K
|
|
| Q1 2020 | |||||||
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
BUY
|
PUT |
5MNew |
$465M - $498M
|
5M
$490M
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.38KNew |
$221K - $237K
|
2.38K
$233K
|
|