Atticus Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History
Atticus Wealth Management, LLC
- $285 Million
- Q3 2024
A detailed history of Atticus Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 15,030 shares of FPE stock, worth $270,690. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,030
Previous 20,753
27.58%
Holding current value
$270,690
Previous $360,000
24.44%
% of portfolio
0.1%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding FPE
# of Institutions
441Shares Held
191MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$849 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$296 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA11.7MShares$210 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8MShares$195 Million0.1% of portfolio
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Ubs Group Ag10.7MShares$193 Million0.05% of portfolio