A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 21,613 shares of FXU stock, worth $874,245. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,613
Previous 22,427 3.63%
Holding current value
$874,245
Previous $862,000 5.1%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

SELL
$37.15 - $41.12 $30,240 - $33,471
-814 Reduced 3.63%
21,613 $818,000
Q3 2024

Nov 13, 2024

BUY
$32.72 - $38.48 $34,879 - $41,019
1,066 Added 4.99%
22,427 $862,000
Q2 2024

Aug 09, 2024

BUY
$30.78 - $35.11 $258,398 - $294,748
8,395 Added 64.75%
21,361 $706,000
Q1 2024

May 08, 2024

SELL
$29.58 - $32.46 $28,515 - $31,291
-964 Reduced 6.92%
12,966 $420,000
Q4 2023

Feb 07, 2024

BUY
$27.35 - $32.17 $73,817 - $86,826
2,699 Added 24.03%
13,930 $441,000
Q3 2023

Nov 07, 2023

BUY
$28.55 - $33.42 $97,098 - $113,661
3,401 Added 43.44%
11,231 $320,000
Q2 2023

Aug 11, 2023

BUY
$31.06 - $33.61 $36,743 - $39,760
1,183 Added 17.8%
7,830 $248,000
Q1 2023

Apr 28, 2023

BUY
$30.82 - $33.97 $204,860 - $225,798
6,647 New
6,647 $218,000

Others Institutions Holding FXU

About FIRST TR EXCHANGE TRADED FD UT


  • Ticker FXU
  • Sector ETFs
  • Industry ETFs
More about FXU
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.