Balanced Rock Investment Advisor First Tr ETF Iii Instl Pfd Sec Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
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 13,474 shares of FPEI stock, worth $251,290. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,474
Previous 11,927
12.97%
Holding current value
$251,290
Previous $219 Million
17.28%
% of portfolio
0.2%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding FPEI
# of Institutions
168Shares Held
59.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15MShares$280 Million0.02% of portfolio
-
Ubs Group Ag7.95MShares$148 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.95MShares$92.2 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A62.93MShares$54.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$53.7 Million0.03% of portfolio