Fullcircle Wealth LLC First Tr Pfd Secs & Income ETF Transaction History
Fullcircle Wealth LLC
- $244 Billion
- Q4 2024
A detailed history of Fullcircle Wealth LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 97,093 shares of FPE stock, worth $1.72 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
97,093
Previous 93,695
3.63%
Holding current value
$1.72 Million
Previous $1.68 Billion
2.76%
% of portfolio
0.71%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding FPE
# of Institutions
483Shares Held
221MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$899 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.8MShares$298 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA13.7MShares$244 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$231 Million0.1% of portfolio
-
Ubs Group Ag9.53MShares$169 Million0.03% of portfolio