1776 Wealth LLC First Tr ETF Iii Instl Pfd Sec Transaction History
1776 Wealth LLC
- $226 Million
- Q4 2024
A detailed history of 1776 Wealth LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, 1776 Wealth LLC holds 151,970 shares of FPEI stock, worth $2.84 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
151,970
Previous 153,272
0.85%
Holding current value
$2.84 Million
Previous $2.92 Million
2.77%
% of portfolio
1.25%
Previous 1.37%
Shares
20 transactions
Others Institutions Holding FPEI
# of Institutions
191Shares Held
65.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.8MShares$295 Million0.02% of portfolio
-
Ubs Group Ag8.33MShares$155 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.49MShares$83.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.52MShares$65.7 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A62.98MShares$55.6 Million0.01% of portfolio