Brass Tax Wealth Management, Inc First Tr Exchange Traded Fd Fi Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 31,886 shares of FXL stock, worth $4.9 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
31,886
Previous 32,252
1.13%
Holding current value
$4.9 Million
Previous $4.39 Billion
99.9%
% of portfolio
1.75%
Previous 1.9%
Shares
3 transactions
Others Institutions Holding FXL
# of Institutions
241Shares Held
5.74MCall Options Held
6.2KPut Options Held
7K-
Morgan Stanley New York, NY825KShares$127 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA659KShares$101 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC447KShares$68.7 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL276KShares$42.4 Million0.02% of portfolio
-
Rvw Wealth, LLC201KShares$30.9 Million2.74% of portfolio