Altium Wealth Management LLC First Tr Pfd Secs & Income ETF Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
Shares
3 transactions
Others Institutions Holding FPE
# of Institutions
428Shares Held
187MCall Options Held
2KPut Options Held
20.1K-
Morgan Stanley New York, NY47.5MShares$831 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.4MShares$305 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA11.3MShares$198 Million0.05% of portfolio
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Ubs Group Ag10.6MShares$186 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.5MShares$183 Million0.1% of portfolio