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 $49,131. This represents 0.0% of its overall portfolio holdings.
Number of Shares
900
Previous 1,100
18.18%
Holding current value
$49,131
Previous $56.2 Million
13.38%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FXO
# of Institutions
239Shares Held
30MCall Options Held
7.5KPut Options Held
0-
First Trust Advisors LP Wheaton, IL15.1MShares$822 Million0.75% of portfolio
-
Morgan Stanley New York, NY2.48MShares$135 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.9MShares$103 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$80 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL704KShares$38.4 Million0.01% of portfolio