Bxm Wealth LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Bxm Wealth LLC

$71.4 Billion
Q4 2024

A detailed history of Bxm Wealth LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Bxm Wealth LLC holds 33,500 shares of FPEI stock, worth $626,115. This represents 0.88% of its overall portfolio holdings.

Number of Shares

33,500

Holding current value

$626,115

% of portfolio

0.88%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$18.62 - $19.05 $623,770 - $638,175	33,500 New	33,500 $626 Million

Others Institutions Holding FPEI

# of Institutions

175

Shares Held

60.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

15M
Shares

$280 Million
0.02% of portfolio
Ubs Group Ag

7.95M
Shares

$149 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.95M
Shares

$92.4 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

2.93M
Shares

$54.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.88M
Shares

$53.8 Million
0.03% of portfolio

View Full List

About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

More about FPEI

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