Investment Planning Advisors, Inc. First Tr Exchange Traded Fd Ii Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 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 67,294 shares of FMB stock, worth $3.44 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
67,294
Previous 58,234
15.56%
Holding current value
$3.44 Million
Previous $2.9 Million
17.58%
% of portfolio
1.25%
Previous 1.43%
Shares
5 transactions
Others Institutions Holding FMB
# of Institutions
317Shares Held
31.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.97MShares$152 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.51MShares$129 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.13MShares$109 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$92 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$89.1 Million0.01% of portfolio