Sowell Financial Services LLC First Tr Pfd Secs & Income ETF Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
Shares
9 transactions
Others Institutions Holding FPE
# of Institutions
440Shares Held
193MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$858 Million0.07% of portfolio
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Royal Bank Of Canada Toronto, A616.5MShares$290 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$224 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC11.9MShares$209 Million0.1% of portfolio
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Ubs Group Ag9.7MShares$171 Million0.04% of portfolio