Lodestar Private Asset Management LLC First Tr Pfd Secs & Income ETF Transaction History
Lodestar Private Asset Management LLC
- $830 Million
- Q3 2024
A detailed history of Lodestar Private Asset Management LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 18,854 shares of FPE stock, worth $333,150. This represents 0.04% of its overall portfolio holdings.
Number of Shares
18,854
Previous 15,993
17.89%
Holding current value
$333,150
Previous $277,000
23.1%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding FPE
# of Institutions
440Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$862 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$292 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$225 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$210 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$171 Million0.04% of portfolio