Hcr Wealth Advisors First Tr Pfd Secs & Income ETF Transaction History
Hcr Wealth Advisors
- $757 Million
- Q3 2024
A detailed history of Hcr Wealth Advisors transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 882,202 shares of FPE stock, worth $15.6 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
882,202
Previous 875,105
0.81%
Holding current value
$15.6 Million
Previous $15.2 Million
5.11%
% of portfolio
2.11%
Previous 2.18%
Shares
30 transactions
Others Institutions Holding FPE
# of Institutions
440Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$864 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$293 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$226 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$210 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$172 Million0.04% of portfolio