Keebeck Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Keebeck Wealth Management, LLC

$667 Million
Q3 2024

A detailed history of Keebeck Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 109,750 shares of FPEI stock, worth $2.05 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

109,750

Previous 82,600 32.87%

Holding current value

$2.05 Million

Previous $1.52 Million 37.9%

% of portfolio

0.31%

Previous 0.23%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$18.36 - $19.08 $498,474 - $518,021	27,150 Added 32.87%	109,750 $2.09 Million
Q2 2024 Aug 14, 2024	BUY	$17.91 - $18.43 $490,734 - $504,982	27,400 Added 49.64%	82,600 $1.52 Million
Q1 2024 May 14, 2024	BUY	$17.7 - $18.26 $977,040 - $1.01 Million	55,200 New	55,200 $1.01 Million

Others Institutions Holding FPEI

# of Institutions

168

Shares Held

59.2M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

More about FPEI

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Keebeck Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History