Zrc Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Zrc Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Zrc Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 166,571 shares of FPEI stock, worth $3.11 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
166,571
Previous 156,041 6.75%
Holding current value
$3.11 Million
Previous $2.87 Billion 10.82%
% of portfolio
1.36%
Previous 1.36%

Shares

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

Oct 04, 2024
BUY
$18.36 - $19.08 $193,330 - $200,912
10,530 Added 6.75%
166,571 $3.18 Billion
Q2 2024

Jul 08, 2024
BUY
$17.91 - $18.43 $337,119 - $346,907
18,823 Added 13.72%
156,041 $2.87 Billion
Q1 2024

Apr 19, 2024
SELL
$17.7 - $18.26 $330,582 - $341,042
-18,677 Reduced 11.98%
137,218 $2.5 Billion
Q4 2023

Jan 16, 2024
BUY
$16.46 - $17.9 $2.57 Million - $2.79 Million
155,895 New
155,895 $2.63 Billion

Others Institutions Holding FPEI

# of Institutions
168
Shares Held
59.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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