New Edge Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 32,820 shares of FPE stock, worth $596,339. This represents 0.01% of its overall portfolio holdings.
Number of Shares
32,820
Previous 32,820
-0.0%
Holding current value
$596,339
Previous $568,000
0.18%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FPE
# of Institutions
430Shares Held
188MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$857 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
-
Lpl Financial LLC Fort Mill, SC10.8MShares$197 Million0.1% of portfolio
-
Ubs Group Ag10.7MShares$195 Million0.05% of portfolio