Daymark Wealth Partners, LLC First Tr Pfd Secs & Income ETF Transaction History
Daymark Wealth Partners, LLC
- $2.79 Billion
- Q3 2025
A detailed history of Daymark Wealth Partners, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 12,633 shares of FPE stock, worth $231,183. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,633
Previous 10,593
19.26%
Holding current value
$231,183
Previous $188,000
22.34%
% of portfolio
0.01%
Previous 0.01%
Shares
4 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