New Potomac Partners, LLC First Tr Pfd Secs & Income ETF Transaction History
New Potomac Partners, LLC
- $192 Million
- Q3 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 115,175 shares of FPE stock, worth $2.02 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
115,175
Previous 119,700
3.78%
Holding current value
$2.02 Million
Previous $2.08 Million
0.34%
% of portfolio
1.09%
Previous 1.15%
Shares
10 transactions
Others Institutions Holding FPE
# of Institutions
488Shares Held
229MCall Options Held
0Put Options Held
3.11K-
Morgan Stanley New York, NY52.3MShares$917 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.3MShares$303 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA15MShares$263 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$252 Million0.1% of portfolio
-
Ubs Group Ag9.93MShares$174 Million0.03% of portfolio