Investment Planning Advisors, Inc. First Trust Capital Strength E Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 2025
A detailed history of Investment Planning Advisors, Inc. transactions in First Trust Capital Strength E stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 10,790 shares of FTCS stock, worth $953,404. This represents 0.48% of its overall portfolio holdings.
Number of Shares
10,790
Previous 10,417
3.58%
Holding current value
$953,404
Previous $915,000
5.68%
% of portfolio
0.48%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding FTCS
# of Institutions
560Shares Held
65.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.54MShares$666 Million0.28% of portfolio
-
Morgan Stanley New York, NY6.21MShares$548 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.63MShares$497 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA3.48MShares$308 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$291 Million0.41% of portfolio