Sound View Wealth Advisors Group, LLC First Tr Pfd Secs & Income ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 14,609 shares of FPE stock, worth $255,365. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,609
Previous 14,568
0.28%
Holding current value
$255,365
Previous $245,000
3.27%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding FPE
# of Institutions
426Shares Held
187MCall Options Held
2KPut Options Held
20.1K-
Morgan Stanley New York, NY47.5MShares$830 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.4MShares$304 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.3MShares$197 Million0.05% of portfolio
-
Ubs Group Ag10.6MShares$186 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$183 Million0.1% of portfolio