Shelton Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Shelton Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Shelton Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 180,177 shares of FPEI stock, worth $3.39 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
180,177
Previous 194,972
7.59%
Holding current value
$3.39 Million
Previous $3.55 Million
6.84%
% of portfolio
1.9%
Previous 2.25%
Shares
9 transactions
Others Institutions Holding FPEI
# of Institutions
168Shares Held
51.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$219 Million0.02% of portfolio
-
Ubs Group Ag7.37MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.52MShares$85.1 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.08MShares$58 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.84MShares$53.3 Million0.03% of portfolio