Stonebridge Financial Planning Group, LLC First Tr Exchange Traded Fd Fi Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 4,315 shares of FXZ stock, worth $250,744. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,315
Previous 5,596
22.89%
Holding current value
$250,744
Previous $375,000
34.67%
% of portfolio
0.11%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding FXZ
# of Institutions
127Shares Held
3.08MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA477KShares$27.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$14.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC221KShares$12.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY190KShares$11 Million0.0% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ155KShares$8.99 Million2.28% of portfolio