Balanced Rock Investment Advisor First Tr ETF Iii Instl Pfd Sec Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
A detailed history of Balanced Rock Investment Advisor transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 22,755 shares of FPEI stock, worth $442,584. This represents 0.34% of its overall portfolio holdings.
Number of Shares
22,755
Previous 19,017
19.66%
Holding current value
$442,584
Previous $356 Million
21.51%
% of portfolio
0.34%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding FPEI
# of Institutions
190Shares Held
68.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.4MShares$300 Million0.02% of portfolio
-
Ubs Group Ag8.62MShares$168 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.36MShares$84.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.34MShares$84.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$72.5 Million0.03% of portfolio