Diversify Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 12,328 shares of FPE stock, worth $218,945. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,328Holding current value
$218,945% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FPE
# of Institutions
444Shares Held
194MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$866 Million0.07% of portfolio
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Royal Bank Of Canada Toronto, A616.5MShares$293 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$226 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC11.9MShares$211 Million0.1% of portfolio
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Ubs Group Ag9.7MShares$172 Million0.04% of portfolio