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

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Summit Financial, LLC holds 164,551 shares of FXO stock, worth $9.56 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
164,551
Previous 162,813 1.07%
Holding current value
$9.56 Million
Previous $9.13 Million 7.07%
% of portfolio
0.16%
Previous 0.21%

Shares

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

Nov 14, 2025
BUY
$55.81 - $60.32 $96,997 - $104,836
1,738 Added 1.07%
164,551 $9.77 Million
Q2 2025

Aug 13, 2025
BUY
$45.9 - $56.06 $7.47 Million - $9.13 Million
162,813 New
162,813 $9.13 Million
Q4 2024

Feb 12, 2025
BUY
$50.63 - $59.0 $123,486 - $143,901
2,439 Added 12.21%
22,414 $1.21 Million
Q3 2024

Nov 12, 2024
BUY
$45.78 - $51.72 $513,560 - $580,194
11,218 Added 128.1%
19,975 $1.02 Million
Q2 2024

Jul 31, 2024
BUY
$43.95 - $47.69 $384,870 - $417,621
8,757 New
8,757 $405,000

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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