Atlas Private Wealth Management First Tr Pfd Secs & Income ETF Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Atlas Private Wealth Management holds 255,143 shares of FPE stock, worth $4.56 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
255,143
Previous 252,060
1.22%
Holding current value
$4.56 Million
Previous $4.25 Million
4.0%
% of portfolio
1.95%
Previous 2.1%
Shares
18 transactions
Others Institutions Holding FPE
# of Institutions
429Shares Held
189MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$843 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$294 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.7MShares$209 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8MShares$194 Million0.1% of portfolio
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Ubs Group Ag10.7MShares$192 Million0.05% of portfolio