Valley Financial Management, Inc. First Tr Exchange Traded Fd Fi Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Valley Financial Management, Inc. holds 12,456 shares of FXL stock, worth $1.89 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
12,456Holding current value
$1.89 Million% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding FXL
# of Institutions
241Shares Held
5.74MCall Options Held
6.2KPut Options Held
7K-
Morgan Stanley New York, NY825KShares$125 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA659KShares$99.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC447KShares$67.7 Million0.03% of portfolio
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Raymond James & Associates St Petersburg, FL276KShares$41.8 Million0.02% of portfolio
-
Rvw Wealth, LLC201KShares$30.4 Million2.74% of portfolio