Institutional & Family Asset Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	$17.98 - $19.09 $8,990 - $9,545	-500 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$19.46 - $20.07 $9,730 - $10,035	500 New	500 $10,000

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
Sector ETFs
Industry ETFs

More about FPE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account