Integris Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History
Integris Wealth Management, LLC
- $411 Billion
- Q3 2025
A detailed history of Integris Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Integris Wealth Management, LLC holds 15,000 shares of FPE stock, worth $274,500. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,000
Previous 15,000
-0.0%
Holding current value
$274,500
Previous $267 Million
2.47%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding FPE
# of Institutions
492Shares Held
245MCall Options Held
10.2KPut Options Held
0-
Morgan Stanley New York, NY52.1MShares$954 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A625.2MShares$462 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA15.3MShares$280 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.2MShares$260 Million0.08% of portfolio
-
Ubs Group Ag9.9MShares$181 Million0.03% of portfolio