Marion Wealth Management First Tr Pfd Secs & Income ETF Transaction History
Marion Wealth Management
- $335 Million
- Q1 2024
A detailed history of Marion Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Marion Wealth Management holds 286,105 shares of FPE stock, worth $5.01 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
286,105
Previous 279,046
2.53%
Holding current value
$5.01 Million
Previous $4.7 Million
5.34%
% of portfolio
1.48%
Previous 1.5%
Shares
2 transactions
Others Institutions Holding FPE
# of Institutions
428Shares Held
187MCall Options Held
2KPut Options Held
20.1K-
Morgan Stanley New York, NY47.5MShares$831 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.4MShares$305 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.3MShares$198 Million0.05% of portfolio
-
Ubs Group Ag10.6MShares$186 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$183 Million0.1% of portfolio