Integrated Wealth Concepts LLC First Tr Pfd Secs & Income ETF Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 217,116 shares of FPE stock, worth $4 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
217,116
Previous 204,352
6.25%
Holding current value
$4 Million
Previous $3.59 Million
7.51%
% of portfolio
0.04%
Previous 0.04%
Shares
25 transactions
Others Institutions Holding FPE
# of Institutions
497Shares Held
243MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY51.4MShares$948 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A621.9MShares$404 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$270 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$255 Million0.09% of portfolio
-
Ubs Group Ag10.2MShares$188 Million0.03% of portfolio