Columbia Advisory Partners LLC First Tr Pfd Secs & Income ETF Transaction History
Columbia Advisory Partners LLC
- $122 Million
- Q3 2025
A detailed history of Columbia Advisory Partners LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 53,759 shares of FPE stock, worth $983,789. This represents 0.81% of its overall portfolio holdings.
Number of Shares
53,759
Previous 31,730
69.43%
Holding current value
$983,789
Previous $564,000
73.76%
% of portfolio
0.81%
Previous 0.51%
Shares
12 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