Avantax Planning Partners, Inc. First Tr Pfd Secs & Income ETF Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
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 35,256 shares of FPE stock, worth $625,088. This represents 0.02% of its overall portfolio holdings.
Number of Shares
35,256
Previous 34,752
1.45%
Holding current value
$625,088
Previous $603,000
5.8%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding FPE
# of Institutions
440Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$865 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$293 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$226 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$211 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$172 Million0.04% of portfolio