Spire Wealth Management First Tr Pfd Secs & Income ETF Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Spire Wealth Management holds 20,293 shares of FPE stock, worth $374,202. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,293
Previous 12,534
61.9%
Holding current value
$374,202
Previous $220,000
64.09%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding FPE
# of Institutions
497Shares Held
243MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY51.4MShares$948 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A621.9MShares$404 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$270 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$255 Million0.09% of portfolio
-
Ubs Group Ag10.2MShares$188 Million0.03% of portfolio