True Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
A detailed history of True Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 48,678 shares of FPE stock, worth $867,441. This represents 0.32% of its overall portfolio holdings.
Number of Shares
48,678
Previous 44,701
8.9%
Holding current value
$867,441
Previous $776,000
13.53%
% of portfolio
0.32%
Previous 0.31%
Shares
15 transactions
Others Institutions Holding FPE
# of Institutions
439Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$869 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$294 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$227 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$212 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$173 Million0.04% of portfolio