Golden State Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 122,394 shares of FPE stock, worth $2.12 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
122,394
Previous 244,762
49.99%
Holding current value
$2.12 Million
Previous $4.31 Million
49909.45%
% of portfolio
0.32%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding FPE
# of Institutions
481Shares Held
219MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$879 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.8MShares$292 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA13.7MShares$239 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$226 Million0.1% of portfolio
-
Ubs Group Ag9.53MShares$165 Million0.03% of portfolio