Investment Planning Advisors, Inc. First Trust Capital Strength E Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in First Trust Capital Strength E stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 8,186 shares of FTCS stock, worth $725,688. This represents 0.4% of its overall portfolio holdings.
Number of Shares
8,186
Previous 8,186
-0.0%
Holding current value
$725,688
Previous $688 Million
99.89%
% of portfolio
0.4%
Previous 0.35%
Shares
1 transactions
Others Institutions Holding FTCS
# of Institutions
525Shares Held
61.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.37MShares$654 Million0.31% of portfolio
-
Morgan Stanley New York, NY6.41MShares$568 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.54MShares$314 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$292 Million0.41% of portfolio
-
International Assets Investment Management, LLC Orlando, FL3.12MShares$277 Million0.09% of portfolio