Holistic Financial Partners First Tr Exchange Trd Fd Healt Transaction History
Holistic Financial Partners
- $237 Million
- Q3 2025
A detailed history of Holistic Financial Partners transactions in First Tr Exchange Trd Fd Healt stock. As of the latest transaction made, Holistic Financial Partners holds 33,056 shares of FXH stock, worth $3.69 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
33,056
Previous 33,277
0.66%
Holding current value
$3.69 Million
Previous $3.45 Million
5.07%
% of portfolio
1.53%
Previous 1.56%
Shares
13 transactions
Others Institutions Holding FXH
# of Institutions
254Shares Held
4.88MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY993KShares$111 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC313KShares$34.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC293KShares$32.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA283KShares$31.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL252KShares$28.2 Million0.01% of portfolio