Investmark Advisory Group LLC First Tr Pfd Secs & Income ETF Transaction History
Investmark Advisory Group LLC
- $200 Million
- Q4 2024
A detailed history of Investmark Advisory Group LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 16,619 shares of FPE stock, worth $296,981. This represents 0.15% of its overall portfolio holdings.
Number of Shares
16,619
Previous 14,564
14.11%
Holding current value
$296,981
Previous $263,000
11.79%
% of portfolio
0.15%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding FPE
# of Institutions
479Shares Held
221MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$905 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.8MShares$300 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA13.7MShares$246 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$233 Million0.1% of portfolio
-
Ubs Group Ag9.53MShares$170 Million0.03% of portfolio