A detailed history of Private Client Services, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Private Client Services, LLC holds 176,045 shares of FPE stock, worth $3.12 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
176,045
Previous 169,583 3.81%
Holding current value
$3.12 Million
Previous $2.94 Billion 8.24%
% of portfolio
1.71%
Previous 1.85%

Shares

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

Oct 03, 2024

BUY
$17.35 - $18.22 $112,115 - $117,737
6,462 Added 3.81%
176,045 $3.19 Billion
Q2 2024

Jul 29, 2024

BUY
$16.96 - $17.44 $18,469 - $18,992
1,089 Added 0.65%
169,583 $2.94 Billion
Q1 2024

May 10, 2024

BUY
$16.74 - $17.43 $895,456 - $932,365
53,492 Added 46.51%
168,494 $2.92 Billion
Q4 2023

Jan 30, 2024

BUY
$15.46 - $16.92 $1.78 Million - $1.95 Million
115,002 New
115,002 $1.94 Billion

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.