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

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 77,552 shares of FPEI stock, worth $1.45 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
77,552
Previous 75,074 3.3%
Holding current value
$1.45 Million
Previous $1.4 Billion 3.3%
% of portfolio
0.73%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$18.54 - $18.88 $45,942 - $46,784
2,478 Added 3.3%
77,552 $1.45 Billion
Q4 2024

Jan 30, 2025
BUY
$18.62 - $19.05 $61,501 - $62,922
3,303 Added 4.6%
75,074 $1.4 Billion
Q3 2024

Oct 07, 2024
SELL
$18.36 - $19.08 $5,104 - $5,304
-278 Reduced 0.39%
71,771 $1.37 Billion
Q2 2024

Aug 01, 2024
BUY
$17.91 - $18.43 $1.29 Million - $1.33 Million
72,049 New
72,049 $1.32 Billion

Others Institutions Holding FPEI

# of Institutions
193
Shares Held
67.3M
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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