Beaird Harris Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 560 shares of FPE stock, worth $9,973. This represents 0.0% of its overall portfolio holdings.

Number of Shares
560
Previous 767 26.99%
Holding current value
$9,973
Previous $13,000 23.08%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 02, 2024
SELL
$17.35 - $18.22 $3,591 - $3,771
-207 Reduced 26.99%
560 $10,000
Q2 2024

Aug 15, 2024
BUY
$16.96 - $17.44 $3,510 - $3,610
207 Added 36.96%
767 $13,000
Q1 2024

May 15, 2024
SELL
$16.74 - $17.43 $3,448 - $3,590
-206 Reduced 26.89%
560 $9,000
Q4 2023

Feb 27, 2024
BUY
$15.46 - $16.92 $11,842 - $12,960
766 New
766 $12,000

Others Institutions Holding FPE

# of Institutions
440
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email