Montis Financial, LLC First Tr Exchange Traded Fd Fi Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Montis Financial, LLC holds 18,590 shares of FXO stock, worth $1.08 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
18,590
Previous 22,188 16.22%
Holding current value
$1.08 Million
Previous $1.24 Million 11.18%
% of portfolio
0.26%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$55.81 - $60.32 $200,804 - $217,031
-3,598 Reduced 16.22%
18,590 $1.1 Million
Q2 2025

Jul 17, 2025
SELL
$45.9 - $56.06 $171,252 - $209,159
-3,731 Reduced 14.39%
22,188 $1.24 Million
Q1 2025

May 02, 2025
BUY
$50.93 - $57.24 $100,943 - $113,449
1,982 Added 8.28%
25,919 $1.37 Million
Q4 2024

Feb 10, 2025
BUY
$50.63 - $59.0 $86,931 - $101,303
1,717 Added 7.73%
23,937 $1.3 Million
Q3 2024

Oct 10, 2024
BUY
$45.78 - $51.72 $1.02 Million - $1.15 Million
22,220 New
22,220 $1.14 Million

Others Institutions Holding FXO

# of Institutions
242
Shares Held
30.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXO Quotes by TradingView
  • Ticker FXO
  • Sector ETFs
  • Industry ETFs
More about FXO
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