Wagner Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Wagner Wealth Management, LLC
- $311 Million
- Q1 2025
A detailed history of Wagner Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 17,937 shares of FPEI stock, worth $330,758. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,937
Previous 14,842
20.85%
Holding current value
$330,758
Previous $277,000
20.58%
% of portfolio
0.11%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding FPEI
# of Institutions
193Shares Held
67.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.8MShares$291 Million0.02% of portfolio
-
Ubs Group Ag8.33MShares$154 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.49MShares$82.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.52MShares$64.9 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A62.98MShares$54.9 Million0.01% of portfolio