Milestones Private Investment Advisors LLC First Tr Pfd Secs & Income ETF Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 156,267 shares of FPE stock, worth $2.86 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
156,267
Previous 155,324
0.61%
Holding current value
$2.86 Million
Previous $2.76 Billion
3.09%
% of portfolio
1.95%
Previous 2.05%
Shares
2 transactions
Others Institutions Holding FPE
# of Institutions
491Shares Held
245MCall Options Held
10.2KPut Options Held
0-
Morgan Stanley New York, NY52.1MShares$954 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A625.2MShares$462 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA15.3MShares$280 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC14.2MShares$260 Million0.08% of portfolio
-
Ubs Group Ag9.9MShares$181 Million0.03% of portfolio