Roi Financial Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History
Roi Financial Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Roi Financial Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 57,706 shares of FPE stock, worth $1.03 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
57,706
Previous 55,044
4.84%
Holding current value
$1.03 Million
Previous $960 Million
8.74%
% of portfolio
0.72%
Previous 0.7%
Shares
4 transactions
Others Institutions Holding FPE
# of Institutions
440Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$868 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$294 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$227 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$212 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$173 Million0.04% of portfolio