Elevation Capital Advisory, LLC First Tr Pfd Secs & Income ETF Transaction History
Elevation Capital Advisory, LLC
- $219 Billion
- Q2 2024
A detailed history of Elevation Capital Advisory, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 331,241 shares of FPE stock, worth $5.93 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
331,241
Previous 432,497
23.41%
Holding current value
$5.93 Million
Previous $8.91 Million
64459.86%
% of portfolio
2.62%
Previous 5.0%
Shares
2 transactions
Others Institutions Holding FPE
# of Institutions
436Shares Held
190MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$843 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.4MShares$294 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.7MShares$209 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.8MShares$194 Million0.1% of portfolio
-
Ubs Group Ag10.7MShares$192 Million0.05% of portfolio