Collaborative Wealth Managment Inc. First Tr ETF Iii Instl Pfd Sec Transaction History
Collaborative Wealth Managment Inc.
- $222 Million
- Q2 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 40,326 shares of FPEI stock, worth $784,340. This represents 0.34% of its overall portfolio holdings.
Number of Shares
40,326Holding current value
$784,340% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding FPEI
# of Institutions
190Shares Held
68.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.4MShares$300 Million0.02% of portfolio
-
Ubs Group Ag8.62MShares$168 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.36MShares$84.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.34MShares$84.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$72.5 Million0.03% of portfolio