Bartlett & Co. Wealth Management LLC First Tr Exchange Traded Fd Fi Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 900 shares of FXO stock, worth $51,057. This represents 0.0% of its overall portfolio holdings.

Number of Shares
900
Previous 1,100 18.18%
Holding current value
$51,057
Previous $56.2 Million 13.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 17, 2025
SELL
$50.63 - $59.0 $10,126 - $11,800
-200 Reduced 18.18%
900 $48.7 Million
Q1 2024

May 09, 2024
SELL
$42.44 - $47.52 $4,668 - $5,227
-110 Reduced 9.09%
1,100 $52.3 Million
Q1 2018

Feb 13, 2024
BUY
$29.73 - $32.91 $35,973 - $39,821
1,210 New
1,210 $37.6 Million

Others Institutions Holding FXO

# of Institutions
215
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXO Quotes by TradingView
  • Ticker FXO
  • Sector ETFs
  • Industry ETFs
More about FXO
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email