Investment Planning Advisors, Inc. First Tr Exchange Traded Fd Ii Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 39,949 shares of FMB stock, worth $2.05 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
39,949
Previous 39,949
-0.0%
Holding current value
$2.05 Million
Previous $2.04 Billion
99.9%
% of portfolio
1.12%
Previous 1.04%
Shares
1 transactions
Others Institutions Holding FMB
# of Institutions
307Shares Held
29.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.86MShares$147 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.35MShares$120 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.25MShares$116 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$89.5 Million0.01% of portfolio
-
Ubs Group Ag1.66MShares$85.2 Million0.02% of portfolio