Northwest Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History
Northwest Wealth Management, LLC
- $465 Million
- Q4 2024
A detailed history of Northwest Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 51,000 shares of FPE stock, worth $906,270. This represents 0.19% of its overall portfolio holdings.
Number of Shares
51,000
Previous 45,455
12.2%
Holding current value
$906,270
Previous $822,000
9.73%
% of portfolio
0.19%
Previous 0.19%
Shares
30 transactions
Others Institutions Holding FPE
# of Institutions
483Shares Held
221MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$900 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.8MShares$299 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA13.7MShares$244 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$232 Million0.1% of portfolio
-
Ubs Group Ag9.53MShares$169 Million0.03% of portfolio