Orba Wealth Advisors, L.L.C. First Tr Pfd Secs & Income ETF Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q1 2025
A detailed history of Orba Wealth Advisors, L.L.C. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 419,956 shares of FPE stock, worth $7.24 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
419,956
Previous 400,672
4.81%
Holding current value
$7.24 Million
Previous $7.09 Billion
4.16%
% of portfolio
3.72%
Previous 3.71%
Shares
6 transactions
Others Institutions Holding FPE
# of Institutions
484Shares Held
220MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$873 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.8MShares$290 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA13.7MShares$237 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$225 Million0.1% of portfolio
-
Ubs Group Ag9.53MShares$164 Million0.03% of portfolio