Marion Wealth Management First Tr Pfd Secs & Income ETF Transaction History
Marion Wealth Management
- $373 Million
- Q3 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 311,810 shares of FPE stock, worth $5.55 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
311,810
Previous 295,265
5.6%
Holding current value
$5.55 Million
Previous $5.13 Million
10.11%
% of portfolio
1.51%
Previous 1.51%
Shares
4 transactions
Others Institutions Holding FPE
# of Institutions
440Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$868 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$294 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$227 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$212 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$173 Million0.04% of portfolio