Transform Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 850,386 shares of FPE stock, worth $15.7 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
850,386
Previous 836,838
1.62%
Holding current value
$15.7 Million
Previous $14.8 Million
1.04%
% of portfolio
0.94%
Previous 0.85%
Shares
30 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
-
Wells Fargo & Company San Francisco, CA14.6MShares$270 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$255 Million0.09% of portfolio
-
Ubs Group Ag10.2MShares$188 Million0.03% of portfolio