Maia Wealth LLC First Tr S&P Reit Index Fd Transaction History

Maia Wealth LLC

$405 Billion
Q3 2024

A detailed history of Maia Wealth LLC transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Maia Wealth LLC holds 12,524 shares of FRI stock, worth $360,941. This represents 0.09% of its overall portfolio holdings.

Number of Shares

12,524

Holding current value

$360,941

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$25.47 - $29.98 $318,986 - $375,469	12,524 New	12,524 $370 Million

Others Institutions Holding FRI

# of Institutions

Shares Held

3.57M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

814K
Shares

$23.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$20.2 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

360K
Shares

$10.4 Million
0.04% of portfolio
Aft, Forsyth & Sober, LLC

159K
Shares

$4.6 Million
1.42% of portfolio
Crumly & Associates Inc.

147K
Shares

$4.23 Million
1.37% of portfolio

View Full List

About FIRST TR S&P REIT INDEX FD

Ticker FRI
Sector ETFs
Industry ETFs

More about FRI

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