A detailed history of Bordeaux Wealth Advisors LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,560 shares of FEX stock, worth $372,625. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,560
Holding current value
$372,625
% of portfolio
0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$93.69 - $98.85 $333,536 - $351,906
3,560 New
3,560 $345,000

Others Institutions Holding FEX

About FIRST TR LARGE CAP CORE ALPHDE


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

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors 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 Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.