A detailed history of Diversify Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 12,368 shares of FPE stock, worth $217,182. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,368
Previous 12,328 0.32%
Holding current value
$217,182
Previous $217 Million 0.87%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

BUY
$17.53 - $17.87 $701 - $714
40 Added 0.32%
12,368 $215 Million
Q4 2024

Jan 16, 2025

BUY
$17.65 - $18.18 $217,589 - $224,123
12,328 New
12,328 $217 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.