Affinity Wealth Management LLC First Tr Pfd Secs & Income ETF Transaction History
Affinity Wealth Management LLC
- $509 Million
- Q3 2024
A detailed history of Affinity Wealth Management LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Affinity Wealth Management LLC holds 1,328,554 shares of FPE stock, worth $23.7 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
1,328,554
Previous 1,350,801
1.65%
Holding current value
$23.7 Million
Previous $23.4 Million
2.55%
% of portfolio
4.73%
Previous 4.72%
Shares
2 transactions
Others Institutions Holding FPE
# of Institutions
439Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$868 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$294 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$227 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$212 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$173 Million0.04% of portfolio