Brass Tax Wealth Management, Inc First Trust Industrials/Produc Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 3,260 shares of FXR stock, worth $245,804. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,260
Previous 3,390
3.83%
Holding current value
$245,804
Previous $231 Million
99.89%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding FXR
# of Institutions
181Shares Held
22.9MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL10.9MShares$819 Million0.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.01MShares$151 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.79MShares$135 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.32MShares$99.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC665KShares$50.1 Million0.02% of portfolio