Avantax Planning Partners, Inc. First Tr Pfd Secs & Income ETF Transaction History
Avantax Planning Partners, Inc.
- $3.45 Billion
- Q3 2025
A detailed history of Avantax Planning Partners, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 98,568 shares of FPE stock, worth $1.8 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
98,568
Previous 98,311
0.26%
Holding current value
$1.8 Million
Previous $1.75 Million
2.74%
% of portfolio
0.05%
Previous 0.06%
Shares
15 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