Integrated Wealth Concepts LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,273 shares of FPEI stock, worth $199,809. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,273
Previous 12,750
19.43%
Holding current value
$199,809
Previous $238,000
18.07%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FPEI
# of Institutions
190Shares Held
68.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.4MShares$300 Million0.02% of portfolio
-
Ubs Group Ag8.62MShares$168 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.36MShares$84.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.34MShares$84.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$72.5 Million0.03% of portfolio