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 $4.48 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
250,781
Previous 184,917
35.62%
Holding current value
$4.48 Million
Previous $3.21 Million
41.4%
% of portfolio
0.64%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding FPE
# of Institutions
438Shares Held
190MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$842 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$293 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA11.7MShares$209 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8MShares$194 Million0.1% of portfolio
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Ubs Group Ag10.7MShares$192 Million0.05% of portfolio