Adamsbrown Wealth Consultants LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Adamsbrown Wealth Consultants LLC
- $292 Million
- Q4 2024
A detailed history of Adamsbrown Wealth Consultants LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 762,208 shares of FPEI stock, worth $14.4 Million. This represents 4.88% of its overall portfolio holdings.
Number of Shares
762,208
Previous 658,323
15.78%
Holding current value
$14.4 Million
Previous $12.6 Million
13.53%
% of portfolio
4.88%
Previous 4.37%
Shares
13 transactions
Others Institutions Holding FPEI
# of Institutions
189Shares Held
65.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.8MShares$298 Million0.02% of portfolio
-
Ubs Group Ag8.33MShares$157 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.49MShares$84.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.52MShares$66.3 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A62.98MShares$56.2 Million0.01% of portfolio