New Edge Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 42,946 shares of FPE stock, worth $764,868. This represents 0.01% of its overall portfolio holdings.
Number of Shares
42,946
Previous 27,324
57.17%
Holding current value
$764,868
Previous $494,000
53.85%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FPE
# of Institutions
482Shares Held
221MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$902 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.8MShares$299 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA13.7MShares$245 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$232 Million0.1% of portfolio
-
Ubs Group Ag9.53MShares$170 Million0.03% of portfolio