H&H Retirement Design & Management Inc First Tr Pfd Secs & Income ETF Transaction History
H&H Retirement Design & Management Inc
- $179 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding FPE
# of Institutions
489Shares Held
229MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY52.3MShares$939 Million0.07% of portfolio
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Royal Bank Of Canada Toronto, A617.3MShares$310 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$178 Million0.03% of portfolio