OLVIG
FXF icon

Oliver Lagore Vanvalin Investment Group’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$7.14K Buy
73
+72
+7,200% +$7.29K ﹤0.01% 483
2024
Q3 		$105 Buy
+1
New +$103 ﹤0.01% 663

Other funds holding FXF

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FXF Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 7,200% in Q4 2024, buying an estimated $7.29K and bringing the position to 73 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Oliver Lagore Vanvalin Investment Group first reported a position in FXF in Q3 2024 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold FXF as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 73 shares of Invesco CurrencyShares Swiss Franc Trust worth $7.14K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group bought 72 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2024, an estimated $7.29K.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #483 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2024 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.