Southern Wealth Management, LLP First Tr Pfd Secs & Income ETF Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 163,839 shares of FPE stock, worth $2.87 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
163,839
Previous 137,041
19.55%
Holding current value
$2.87 Million
Previous $2.3 Million
13.55%
% of portfolio
1.01%
Previous 0.93%
Shares
11 transactions
Others Institutions Holding FPE
# of Institutions
427Shares Held
187MCall Options Held
2KPut Options Held
20.1K-
Morgan Stanley New York, NY47.5MShares$831 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.4MShares$305 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.3MShares$198 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