One Charles Private Wealth Services, LLC First Tr Exchange Traded Fd Fi Transaction History
One Charles Private Wealth Services, LLC
- $254 Million
- Q3 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 1,557 shares of FXL stock, worth $246,021. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,557
Previous 1,557
-0.0%
Holding current value
$246,021
Previous $212,000
1.42%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding FXL
# of Institutions
241Shares Held
5.71MCall Options Held
6.2KPut Options Held
7K-
Morgan Stanley New York, NY825KShares$130 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA659KShares$104 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC447KShares$70.6 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL276KShares$43.5 Million0.02% of portfolio
-
Rvw Wealth, LLC198KShares$31.3 Million2.93% of portfolio