Merkkuri Wealth Advisors LLC First Tr Pfd Secs & Income ETF Transaction History
Merkkuri Wealth Advisors LLC
- $132 Billion
- Q2 2025
A detailed history of Merkkuri Wealth Advisors LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 13,298 shares of FPE stock, worth $243,353. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,298
Previous 14,867
10.55%
Holding current value
$243,353
Previous $262 Million
9.48%
% of portfolio
0.18%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding FPE
# of Institutions
497Shares Held
243MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY51.4MShares$941 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A621.9MShares$401 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$268 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$253 Million0.09% of portfolio
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Ubs Group Ag10.2MShares$187 Million0.03% of portfolio