Concentrum Wealth Management First Tr Pfd Secs & Income ETF Transaction History
Concentrum Wealth Management
- $217 Billion
- Q1 2024
A detailed history of Concentrum Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Concentrum Wealth Management holds 56,592 shares of FPE stock, worth $984,700. This represents 0.45% of its overall portfolio holdings.
Number of Shares
56,592
Previous 57,326
1.28%
Holding current value
$984,700
Previous $967 Million
1.41%
% of portfolio
0.45%
Previous 0.5%
Shares
20 transactions
Others Institutions Holding FPE
# of Institutions
425Shares Held
187MCall Options Held
2KPut Options Held
20.1K-
Morgan Stanley New York, NY47.5MShares$826 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.4MShares$303 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.3MShares$197 Million0.05% of portfolio
-
Ubs Group Ag10.6MShares$185 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$182 Million0.1% of portfolio