Elevation Capital Advisory, LLC First Tr Pfd Secs & Income ETF Transaction History
Elevation Capital Advisory, LLC
- $249 Billion
- Q2 2025
A detailed history of Elevation Capital Advisory, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 298,659 shares of FPE stock, worth $5.37 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
298,659Holding current value
$5.37 Million% of portfolio
2.13%Shares
4 transactions
Others Institutions Holding FPE
# of Institutions
492Shares Held
232MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY52.3MShares$941 Million0.07% of portfolio
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Royal Bank Of Canada Toronto, A617.3MShares$311 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA15MShares$270 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$258 Million0.1% of portfolio
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Ubs Group Ag9.93MShares$179 Million0.03% of portfolio