Soltis Investment Advisors LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Soltis Investment Advisors LLC
- $1.23 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding FPEI
# of Institutions
194Shares Held
69.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.4MShares$296 Million0.02% of portfolio
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Ubs Group Ag8.62MShares$165 Million0.03% of portfolio
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Royal Bank Of Canada Toronto, A64.36MShares$83.5 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC4.34MShares$83.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC3.73MShares$71.4 Million0.03% of portfolio