Columbia Advisory Partners LLC First Tr Pfd Secs & Income ETF Transaction History
Columbia Advisory Partners LLC
- $91.3 Million
- Q4 2024
A detailed history of Columbia Advisory Partners LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 19,813 shares of FPE stock, worth $351,878. This represents 0.38% of its overall portfolio holdings.
Number of Shares
19,813
Previous 11,905
66.43%
Holding current value
$351,878
Previous $215,000
62.79%
% of portfolio
0.38%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding FPE
# of Institutions
444Shares Held
194MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$866 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$293 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$226 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$211 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$172 Million0.04% of portfolio