True Private Wealth Advisors First Tr Pfd Secs & Income ETF Transaction History
True Private Wealth Advisors
- $823 Million
- Q3 2025
A detailed history of True Private Wealth Advisors transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 21,876 shares of FPE stock, worth $400,330. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,876
Previous 21,635
1.11%
Holding current value
$400,330
Previous $385,000
3.64%
% of portfolio
0.05%
Previous 0.05%
Shares
8 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
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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
-
Ubs Group Ag9.9MShares$181 Million0.03% of portfolio