Balanced Rock Investment Advisor First Tr ETF Iii Instl Pfd Sec Transaction History
Balanced Rock Investment Advisor
- $125 Billion
- Q1 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 19,017 shares of FPEI stock, worth $360,942. This represents 0.28% of its overall portfolio holdings.
Number of Shares
19,017
Previous 18,275
4.06%
Holding current value
$360,942
Previous $342 Million
4.06%
% of portfolio
0.28%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding FPEI
# of Institutions
196Shares Held
70.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY16.9MShares$320 Million0.02% of portfolio
-
Ubs Group Ag8.56MShares$163 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.62MShares$87.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.84MShares$72.8 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A63.33MShares$63.3 Million0.01% of portfolio