Veridan Wealth LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Veridan Wealth LLC
- $221 Billion
- Q1 2025
A detailed history of Veridan Wealth LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Veridan Wealth LLC holds 123,022 shares of FPEI stock, worth $2.37 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
123,022
Previous 119,204
3.2%
Holding current value
$2.37 Million
Previous $2.23 Billion
3.26%
% of portfolio
1.04%
Previous 1.04%
Shares
3 transactions
Others Institutions Holding FPEI
# of Institutions
191Shares Held
68.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.4MShares$297 Million0.02% of portfolio
-
Ubs Group Ag8.62MShares$166 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.36MShares$83.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.34MShares$83.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$71.8 Million0.03% of portfolio