Appleton Partners Inc First Tr Pfd Secs & Income ETF Transaction History
Appleton Partners Inc
- $1.49 Billion
- Q3 2025
A detailed history of Appleton Partners Inc transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Appleton Partners Inc holds 161,244 shares of FPE stock, worth $2.95 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
161,244
Previous 13,607
1085.01%
Holding current value
$2.95 Million
Previous $242,000
1115.29%
% of portfolio
0.2%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FPE
# of Institutions
494Shares Held
245MCall Options Held
10.2KPut Options Held
0-
Morgan Stanley New York, NY52.1MShares$954 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A625.2MShares$462 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA15.3MShares$280 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.2MShares$260 Million0.08% of portfolio
-
Ubs Group Ag9.9MShares$181 Million0.03% of portfolio