Columbia Advisory Partners LLC First Tr Pfd Secs & Income ETF Transaction History

Columbia Advisory Partners LLC

  • $91.3 Million
  • Q4 2024

A detailed history of Columbia Advisory Partners LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 19,813 shares of FPE stock, worth $352,869. This represents 0.38% of its overall portfolio holdings.

Number of Shares
19,813
Previous 11,905 66.43%
Holding current value
$352,869
Previous $215,000 62.79%
% of portfolio
0.38%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$17.65 - $18.18 $139,576 - $143,767
7,908 Added 66.43%
19,813 $350,000
Q2 2024

Jul 12, 2024
BUY
$16.96 - $17.44 $16,960 - $17,440
1,000 Added 9.17%
11,905 $206,000
Q4 2023

Jan 09, 2024
SELL
$15.46 - $16.92 $2,009 - $2,199
-130 Reduced 1.18%
10,905 $183,000
Q2 2023

Aug 02, 2023
SELL
$15.54 - $16.14 $1,554 - $1,614
-100 Reduced 0.9%
11,035 $176,000
Q1 2023

May 09, 2023
SELL
$15.34 - $18.23 $19,175 - $22,787
-1,250 Reduced 10.09%
11,135 $177,000
Q4 2022

Jan 27, 2023
SELL
$16.29 - $17.16 $42,272 - $44,530
-2,595 Reduced 17.32%
12,385 $208,000
Q3 2022

Nov 07, 2022
SELL
$16.66 - $18.32 $966 - $1,062
-58 Reduced 0.39%
14,980 $250,000
Q2 2022

Aug 03, 2022
SELL
$17.23 - $19.08 $1,912 - $2,117
-111 Reduced 0.73%
15,038 $259,000
Q1 2022

Apr 29, 2022
BUY
$18.67 - $20.32 $282,831 - $307,827
15,149 New
15,149 $288,000

Others Institutions Holding FPE

# of Institutions
483
Shares Held
221M
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 Columbia Advisory Partners LLC Portfolio

Follow Columbia Advisory Partners 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 Columbia Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Columbia Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email