Morton Brown Family Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History
Morton Brown Family Wealth, LLC
- $260 Million
- Q2 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 1,400 shares of FPE stock, worth $25,382. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,400
Previous 840
66.67%
Holding current value
$25,382
Previous $14,000
71.43%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FPE
# of Institutions
430Shares Held
188MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$855 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$298 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.7MShares$212 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8MShares$197 Million0.1% of portfolio
-
Ubs Group Ag10.7MShares$194 Million0.05% of portfolio