Merkkuri Wealth Advisors LLC First Tr Pfd Secs & Income ETF Transaction History

Merkkuri Wealth Advisors LLC

  • $126 Billion
  • Q4 2024

A detailed history of Merkkuri Wealth Advisors LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 14,656 shares of FPE stock, worth $259,997. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,656
Previous 16,071 8.8%
Holding current value
$259,997
Previous $291 Million 10.82%
% of portfolio
0.21%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$17.65 - $18.18 $24,974 - $25,724
-1,415 Reduced 8.8%
14,656 $259 Million
Q3 2024

Oct 23, 2024
BUY
$17.35 - $18.22 $62,130 - $65,245
3,581 Added 28.67%
16,071 $291 Million
Q2 2024

Oct 23, 2024
BUY
$16.96 - $17.44 $211,830 - $217,825
12,490 New
12,490 $217 Million

Others Institutions Holding FPE

# of Institutions
483
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Merkkuri Wealth Advisors LLC Portfolio

Follow Merkkuri Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email