Summit Wealth Partners, LLC First Tr Pfd Secs & Income ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 70,708 shares of FPE stock, worth $1.27 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
70,708
Previous 70,392
0.45%
Holding current value
$1.27 Million
Previous $1.22 Billion
4.73%
% of portfolio
0.25%
Previous 0.25%
Shares
20 transactions
Others Institutions Holding FPE
# of Institutions
441Shares Held
191MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$849 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$296 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.7MShares$210 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.8MShares$195 Million0.1% of portfolio
-
Ubs Group Ag10.7MShares$193 Million0.05% of portfolio