Soltis Investment Advisors LLC First Tr Pfd Secs & Income ETF Transaction History
Soltis Investment Advisors LLC
- $1.08 Billion
- Q1 2025
A detailed history of Soltis Investment Advisors LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 24,507 shares of FPE stock, worth $438,185. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,507
Previous 18,255
34.25%
Holding current value
$438,185
Previous $323,000
33.44%
% of portfolio
0.04%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding FPE
# of Institutions
486Shares Held
230MCall Options Held
0Put Options Held
3.11K-
Morgan Stanley New York, NY52.3MShares$935 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.3MShares$309 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA15MShares$269 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$257 Million0.1% of portfolio
-
Ubs Group Ag9.93MShares$178 Million0.03% of portfolio