Clarus Wealth Advisors First Tr ETF Iii Instl Pfd Sec Transaction History
Clarus Wealth Advisors
- $200 Million
- Q4 2024
A detailed history of Clarus Wealth Advisors transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Clarus Wealth Advisors holds 29,638 shares of FPEI stock, worth $559,565. This represents 0.28% of its overall portfolio holdings.
Number of Shares
29,638
Previous 29,944
1.02%
Holding current value
$559,565
Previous $571,000
2.98%
% of portfolio
0.28%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding FPEI
# of Institutions
190Shares Held
65.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.8MShares$298 Million0.02% of portfolio
-
Ubs Group Ag8.33MShares$157 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.49MShares$84.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.52MShares$66.4 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A62.98MShares$56.3 Million0.01% of portfolio