Wayfinding Financial, LLC First Tr Pfd Secs & Income ETF Transaction History
Wayfinding Financial, LLC
- $224 Million
- Q2 2025
Shares
5 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
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Royal Bank Of Canada Toronto, A621.9MShares$404 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$270 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$255 Million0.09% of portfolio
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Ubs Group Ag10.2MShares$188 Million0.03% of portfolio