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 $19.2 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
1,082,971Holding current value
$19.2 Million% of portfolio
2.37%Shares
1 transactions
Others Institutions Holding FPE
# of Institutions
451Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$864 Million0.07% of portfolio
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Royal Bank Of Canada Toronto, A616.5MShares$293 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$226 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC11.9MShares$210 Million0.1% of portfolio
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Ubs Group Ag9.7MShares$172 Million0.04% of portfolio