Atticus Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History
Atticus Wealth Management, LLC
- $294 Million
- Q4 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 3,863 shares of FPE stock, worth $68,684. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,863
Previous 15,030
74.3%
Holding current value
$68,684
Previous $272,000
75.0%
% of portfolio
0.02%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding FPE
# of Institutions
469Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$867 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$294 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$232 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$227 Million0.05% of portfolio
-
Ubs Group Ag9.7MShares$172 Million0.04% of portfolio