Wiser Advisor Group LLC First Tr Pfd Secs & Income ETF Transaction History
Wiser Advisor Group LLC
- $63.6 Billion
- Q2 2024
A detailed history of Wiser Advisor Group LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Wiser Advisor Group LLC holds 72,427 shares of FPE stock, worth $1.3 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
72,427
Previous 85,702
15.49%
Holding current value
$1.3 Million
Previous $1.48 Billion
15.33%
% of portfolio
1.98%
Previous 2.33%
Shares
3 transactions
Others Institutions Holding FPE
# of Institutions
441Shares Held
191MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$849 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$296 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA11.7MShares$210 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8MShares$195 Million0.1% of portfolio
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Ubs Group Ag10.7MShares$193 Million0.05% of portfolio