Asset Allocation Strategies LLC First Tr Pfd Secs & Income ETF Transaction History
Asset Allocation Strategies LLC
- $505 Billion
- Q3 2025
A detailed history of Asset Allocation Strategies LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 177,219 shares of FPE stock, worth $3.27 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
177,219Holding current value
$3.27 Million% of portfolio
0.64%Shares
9 transactions
Others Institutions Holding FPE
# of Institutions
497Shares Held
243MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY51.4MShares$948 Million0.06% of portfolio
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Royal Bank Of Canada Toronto, A621.9MShares$404 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$270 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$255 Million0.09% of portfolio
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Ubs Group Ag10.2MShares$188 Million0.03% of portfolio