Naviter Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History
Naviter Wealth, LLC
- $710 Million
- Q3 2024
A detailed history of Naviter Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 250,781 shares of FPE stock, worth $4.5 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
250,781
Previous 184,917
35.62%
Holding current value
$4.5 Million
Previous $3.21 Million
41.4%
% of portfolio
0.64%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding FPE
# of Institutions
440Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$875 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$296 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$229 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$213 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$174 Million0.04% of portfolio