Visionary Wealth Advisors First Tr Pfd Secs & Income ETF Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 69,297 shares of FPE stock, worth $1.28 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
69,297
Previous 68,663
0.92%
Holding current value
$1.28 Million
Previous $1.21 Million
2.15%
% of portfolio
0.07%
Previous 0.08%
Shares
3 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