Capital Advisors Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 11,564 shares of FPEI stock, worth $221,450. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,564Holding current value
$221,450% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding FPEI
# of Institutions
194Shares Held
69.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY16.9MShares$323 Million0.02% of portfolio
-
Ubs Group Ag8.56MShares$164 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.62MShares$88.4 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC3.73MShares$71.4 Million0.03% of portfolio
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Royal Bank Of Canada Toronto, A63.33MShares$63.9 Million0.01% of portfolio