Marion Wealth Management First Tr Pfd Secs & Income ETF Transaction History
Marion Wealth Management
- $412 Million
- Q3 2025
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 348,184 shares of FPE stock, worth $6.37 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
348,184
Previous 343,418
1.39%
Holding current value
$6.37 Million
Previous $6.11 Million
3.89%
% of portfolio
1.54%
Previous 1.56%
Shares
8 transactions
Others Institutions Holding FPE
# of Institutions
493Shares Held
245MCall Options Held
10.2KPut Options Held
0-
Morgan Stanley New York, NY52.1MShares$954 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A625.2MShares$462 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA15.3MShares$280 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.2MShares$260 Million0.08% of portfolio
-
Ubs Group Ag9.9MShares$181 Million0.03% of portfolio