1858 Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History

1858 Wealth Management, LLC

$142 Billion
Q3 2025

A detailed history of 1858 Wealth Management, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 30,863 shares of FXO stock, worth $1.79 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

30,863

Previous 19,283 60.05%

Holding current value

$1.79 Million

Previous $1.08 Billion 69.56%

% of portfolio

1.29%

Previous 0.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$55.81 - $60.32 $646,279 - $698,505	11,580 Added 60.05%	30,863 $1.83 Billion
Q2 2025 Jul 25, 2025	BUY	$45.9 - $56.06 $43,834 - $53,537	955 Added 5.21%	19,283 $1.08 Billion
Q1 2025 Apr 22, 2025	BUY	$50.93 - $57.24 $19,760 - $22,209	388 Added 2.16%	18,328 $971 Million
Q4 2024 Jan 27, 2025	BUY	$50.63 - $59.0 $26,074 - $30,385	515 Added 2.96%	17,940 $971 Million
Q3 2024 Oct 21, 2024	BUY	$45.78 - $51.72 $74,621 - $84,303	1,630 Added 10.32%	17,425 $891 Million

Q2 2024 Jul 18, 2024	BUY	$43.95 - $47.69 $62,101 - $67,385	1,413 Added 9.82%	15,795 $731 Million
Q4 2023 Feb 13, 2024	BUY	$35.41 - $43.72 $509,266 - $628,781	14,382 New	14,382 $623 Million

Others Institutions Holding FXO

# of Institutions

242

Shares Held

30.6M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
Industry ETFs

More about FXO

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1858 Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History