Robertson Stephens Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $3.21 Billion
- Q3 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 65,172 shares of FPE stock, worth $1.19 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
65,172
Previous 137,676
52.66%
Holding current value
$1.19 Million
Previous $2.45 Million
51.51%
% of portfolio
0.04%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding FPE
# of Institutions
492Shares 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
-
Wells Fargo & Company San Francisco, CA15.3MShares$280 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.2MShares$260 Million0.08% of portfolio
-
Ubs Group Ag9.9MShares$181 Million0.03% of portfolio