Summit Wealth Partners, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Summit Wealth Partners, LLC
- $524 Billion
- Q2 2025
A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 25,614 shares of FPEI stock, worth $490,508. This represents 0.09% of its overall portfolio holdings.
Number of Shares
25,614
Previous 25,614
-0.0%
Holding current value
$490,508
Previous $479 Million
1.55%
% of portfolio
0.09%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding FPEI
# of Institutions
194Shares Held
68.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.4MShares$296 Million0.02% of portfolio
-
Ubs Group Ag8.62MShares$165 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.36MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.34MShares$83.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$71.4 Million0.03% of portfolio