Investment Planning Advisors, Inc. First Tr Exchange Traded Fd Ii Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 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 57,646 shares of FMB stock, worth $2.86 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
57,646
Previous 48,764
18.21%
Holding current value
$2.86 Million
Previous $2.49 Million
16.85%
% of portfolio
1.44%
Previous 1.25%
Shares
3 transactions
Others Institutions Holding FMB
# of Institutions
327Shares Held
32.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.98MShares$148 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.18MShares$108 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$92 Million0.01% of portfolio
-
Ubs Group Ag1.75MShares$86.7 Million0.02% of portfolio