W.G. Shaheen & Associates Dba Whitney & CO First Tr Pfd Secs & Income ETF Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$17.82 - $19.07 $92,664 - $99,164	-5,200 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$19.07 - $19.3 $99,164 - $100,360	5,200 New	5,200 $98,000

Others Institutions Holding FPE

# of Institutions

445

Shares Held

192M

Call Options Held

Put Options Held

10K

Morgan Stanley New York, NY

47.1M
Shares

$849 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

16.4M
Shares

$296 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$214 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

11.7M
Shares

$210 Million
0.05% of portfolio
Ubs Group Ag

10.7M
Shares

$193 Million
0.05% of portfolio

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