One Charles Private Wealth Services, LLC First Tr Exchange Traded Fd Ut Transaction History

One Charles Private Wealth Services, LLC

  • $282 Million
  • Q4 2024

A detailed history of One Charles Private Wealth Services, LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 10,991 shares of FXU stock, worth $444,585. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,991
Previous 11,487 4.32%
Holding current value
$444,585
Previous $442,000 5.88%
% of portfolio
0.15%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$37.15 - $41.12 $18,426 - $20,395
-496 Reduced 4.32%
10,991 $416,000
Q3 2024

Nov 12, 2024
SELL
$32.72 - $38.48 $1,832 - $2,154
-56 Reduced 0.49%
11,487 $442,000
Q2 2024

Aug 14, 2024
BUY
$30.78 - $35.11 $2,739 - $3,124
89 Added 0.78%
11,543 $381,000
Q1 2024

May 14, 2024
SELL
$29.58 - $32.46 $3,579 - $3,927
-121 Reduced 1.05%
11,454 $371,000
Q4 2023

Feb 06, 2024
BUY
$27.35 - $32.17 $316,576 - $372,367
11,575 New
11,575 $366,000

Others Institutions Holding FXU

# of Institutions
142
Shares Held
6.36M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD UT

FXU Quotes by TradingView
  • Ticker FXU
  • Sector ETFs
  • Industry ETFs
More about FXU
Track This Portfolio

Track One Charles Private Wealth Services, LLC Portfolio

Follow One Charles Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Charles Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Charles Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email