True Private Wealth Advisors First Tr Pfd Secs & Income ETF Transaction History
True Private Wealth Advisors
- $762 Million
- Q2 2025
A detailed history of True Private Wealth Advisors transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 21,635 shares of FPE stock, worth $395,271. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,635
Previous 21,395
1.12%
Holding current value
$395,271
Previous $376,000
2.39%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding FPE
# of Institutions
497Shares Held
243MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY51.4MShares$939 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A621.9MShares$401 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$268 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$253 Million0.09% of portfolio
-
Ubs Group Ag10.2MShares$187 Million0.03% of portfolio