Curran Financial Partners, LLC First Tr Pfd Secs & Income ETF Transaction History
Curran Financial Partners, LLC
- $435 Million
- Q3 2025
A detailed history of Curran Financial Partners, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Curran Financial Partners, LLC holds 475,192 shares of FPE stock, worth $8.76 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
475,192
Previous 321,142
47.97%
Holding current value
$8.76 Million
Previous $5.72 Million
51.63%
% of portfolio
1.99%
Previous 1.47%
Shares
2 transactions
Others Institutions Holding FPE
# of Institutions
497Shares Held
243MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY51.4MShares$948 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A621.9MShares$404 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$270 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$255 Million0.09% of portfolio
-
Ubs Group Ag10.2MShares$188 Million0.03% of portfolio