Creative One Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History
Creative One Wealth, LLC
- $3.35 Billion
- Q2 2025
A detailed history of Creative One Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Creative One Wealth, LLC holds 15,555 shares of FPE stock, worth $284,656. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,555
Previous 13,906
11.86%
Holding current value
$284,656
Previous $244,000
13.11%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FPE
# of Institutions
497Shares Held
243MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY51.4MShares$941 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A621.9MShares$401 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$268 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$253 Million0.09% of portfolio
-
Ubs Group Ag10.2MShares$187 Million0.03% of portfolio