Merkkuri Wealth Advisors LLC First Tr Pfd Secs & Income ETF Transaction History
Merkkuri Wealth Advisors LLC
- $132 Billion
- Q2 2025
A detailed history of Merkkuri Wealth Advisors LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 13,298 shares of FPE stock, worth $239,231. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,298
Previous 14,867
10.55%
Holding current value
$239,231
Previous $262 Million
9.48%
% of portfolio
0.18%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding FPE
# of Institutions
492Shares Held
232MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY52.3MShares$941 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.3MShares$311 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA15MShares$270 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$258 Million0.1% of portfolio
-
Ubs Group Ag9.93MShares$179 Million0.03% of portfolio