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

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 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 767 shares of FPE stock, worth $13,813. This represents 0.0% of its overall portfolio holdings.

Number of Shares
767
Previous 560 36.96%
Holding current value
$13,813
Previous $9,000 44.44%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
441
Shares Held
191M
Call Options Held
0
Put Options Held
10K
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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