Bxm Wealth LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Bxm Wealth LLC

$71.4 Billion
Q4 2024

A detailed history of Bxm Wealth LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Bxm Wealth LLC holds 33,500 shares of FPEI stock, worth $632,480. This represents 0.88% of its overall portfolio holdings.

Number of Shares

33,500

Holding current value

$632,480

% of portfolio

0.88%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$18.62 - $19.05 $623,770 - $638,175	33,500 New	33,500 $626 Million

Others Institutions Holding FPEI

# of Institutions

190

Shares Held

65.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

15.8M
Shares

$298 Million
0.02% of portfolio
Ubs Group Ag

8.33M
Shares

$157 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.49M
Shares

$84.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.52M
Shares

$66.4 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

2.98M
Shares

$56.3 Million
0.01% of portfolio

View Full List

About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

More about FPEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bxm Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bxm Wealth LLC with notifications on news.

Account