Root Financial Partners, LLC First Tr Pfd Secs & Income ETF Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 900 shares of FPE stock, worth $16,470. This represents 0.0% of its overall portfolio holdings.
Number of Shares
900Holding current value
$16,470% of portfolio
0.0%Shares
1 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
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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
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Ubs Group Ag9.9MShares$181 Million0.03% of portfolio