Congress Wealth Management LLC First Tr Pfd Secs & Income ETF Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 35,285 shares of FPE stock, worth $612,900. This represents 0.01% of its overall portfolio holdings.
Number of Shares
35,285Holding current value
$612,900% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FPE
# of Institutions
487Shares Held
229MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY52.3MShares$908 Million0.07% of portfolio
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Royal Bank Of Canada Toronto, A617.3MShares$300 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA15MShares$261 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$249 Million0.1% of portfolio
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Ubs Group Ag9.93MShares$173 Million0.03% of portfolio