Investment Planning Advisors, Inc. First Tr Exchange Traded Fd Ii Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 58,234 shares of FMB stock, worth $2.96 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
58,234
Previous 57,646
1.02%
Holding current value
$2.96 Million
Previous $2.91 Million
0.17%
% of portfolio
1.43%
Previous 1.44%
Shares
4 transactions
Others Institutions Holding FMB
# of Institutions
325Shares Held
31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.06MShares$156 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.59MShares$132 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$104 Million0.04% of portfolio
-
Ubs Group Ag1.78MShares$90.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$88.5 Million0.01% of portfolio