New Potomac Partners, LLC First Tr Pfd Secs & Income ETF Transaction History
New Potomac Partners, LLC
- $181 Million
- Q2 2024
A detailed history of New Potomac Partners, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, New Potomac Partners, LLC holds 119,700 shares of FPE stock, worth $2.14 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
119,700
Previous 119,180
0.44%
Holding current value
$2.14 Million
Previous $2.06 Million
0.63%
% of portfolio
1.15%
Previous 1.15%
Shares
9 transactions
Others Institutions Holding FPE
# of Institutions
429Shares Held
189MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$843 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$294 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