Dominguez Wealth Management Solutions, Inc. First Tr Pfd Secs & Income ETF Transaction History

Dominguez Wealth Management Solutions, Inc.

$138 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	BUY	$15.88 - $16.28 $412 - $423	26 Added 0.23%	11,440 $183 Million
Q2 2023 Jul 13, 2023	BUY	$15.54 - $16.14 $590 - $613	38 Added 0.33%	11,414 $182 Million
Q1 2023 Apr 24, 2023	BUY	$15.34 - $18.23 $552 - $656	36 Added 0.32%	11,376 $182 Million
Q4 2022 Feb 13, 2023	BUY	$16.29 - $17.16 $184,728 - $194,594	11,340 New	11,340 $191 Million

Others Institutions Holding FPE

# of Institutions

440

Shares Held

195M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

48.8M
Shares

$868 Million
0.07% of portfolio
Royal Bank Of Canada Toronto, A6

16.5M
Shares

$294 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$227 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$212 Million
0.1% of portfolio
Ubs Group Ag

9.7M
Shares

$173 Million
0.04% of portfolio

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
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