Transform Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
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 720,200 shares of FPE stock, worth $13.1 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
720,200
Previous 665,132
8.28%
Holding current value
$13.1 Million
Previous $11.5 Million
8.52%
% of portfolio
0.96%
Previous 1.12%
Shares
27 transactions
Others Institutions Holding FPE
# of Institutions
430Shares Held
188MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$857 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$298 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.7MShares$212 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8MShares$197 Million0.1% of portfolio
-
Ubs Group Ag10.7MShares$195 Million0.05% of portfolio