Falcon Wealth Planning First Tr Pfd Secs & Income ETF Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 1,082,971 shares of FPE stock, worth $19.3 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
1,082,971Holding current value
$19.3 Million% of portfolio
2.37%Shares
1 transactions
Others Institutions Holding FPE
# of Institutions
481Shares Held
221MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$902 Million0.06% of portfolio
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Royal Bank Of Canada Toronto, A616.8MShares$299 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA13.7MShares$245 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$232 Million0.1% of portfolio
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Ubs Group Ag9.53MShares$170 Million0.03% of portfolio