Marshall Investment Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Marshall Investment Management, LLC
- $189 Billion
- Q3 2025
A detailed history of Marshall Investment Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Marshall Investment Management, LLC holds 139,951 shares of FPEI stock, worth $2.71 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
139,951
Previous 12,570
1013.37%
Holding current value
$2.71 Million
Previous $239 Million
1033.93%
% of portfolio
1.43%
Previous 1.13%
Shares
4 transactions
Others Institutions Holding FPEI
# of Institutions
205Shares Held
71.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY16.6MShares$321 Million0.02% of portfolio
-
Ubs Group Ag8.83MShares$171 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.77MShares$92.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$88.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.27MShares$82.8 Million0.03% of portfolio