Gries Financial LLC First Tr Pfd Secs & Income ETF Transaction History

Gries Financial LLC

$494 Million
Q4 2024

A detailed history of Gries Financial LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Gries Financial LLC holds 30,977 shares of FPE stock, worth $547,673. This represents 0.11% of its overall portfolio holdings.

Number of Shares

30,977

Holding current value

$547,673

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$17.65 - $18.18 $546,744 - $563,161	30,977 New	30,977 $548,000

Others Institutions Holding FPE

# of Institutions

483

Shares Held

221M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

50.6M
Shares

$895 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

16.8M
Shares

$297 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

13.7M
Shares

$243 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$230 Million
0.1% of portfolio
Ubs Group Ag

9.53M
Shares

$168 Million
0.03% of portfolio

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Gries Financial LLC with notifications on news.

Account