Visionary Wealth Advisors First Tr ETF Iii Instl Pfd Sec Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Visionary Wealth Advisors holds 176,044 shares of FPEI stock, worth $3.42 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
176,044
Previous 73,729
138.77%
Holding current value
$3.42 Million
Previous $1.38 Million
142.6%
% of portfolio
0.18%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding FPEI
# of Institutions
190Shares Held
68.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.4MShares$300 Million0.02% of portfolio
-
Ubs Group Ag8.62MShares$168 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.36MShares$84.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.34MShares$84.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$72.5 Million0.03% of portfolio