Morton Brown Family Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 700 shares of FPE stock, worth $12,376. This represents 0.0% of its overall portfolio holdings.

Number of Shares
700
Previous 700 -0.0%
Holding current value
$12,376
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$17.35 - $18.22 $12,145 - $12,754
-700 Reduced 50.0%
700 $12,000
Q2 2024

Jul 30, 2024
BUY
$16.96 - $17.44 $9,497 - $9,766
560 Added 66.67%
1,400 $24,000
Q1 2024

Apr 23, 2024
BUY
$16.74 - $17.43 $14,061 - $14,641
840 New
840 $14,000

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 Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, 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 Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email