A detailed history of Kelly Financial Services LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Kelly Financial Services LLC holds 724 shares of FPEI stock, worth $13,756. This represents 0.0% of its overall portfolio holdings.

Number of Shares
724
Previous 717 0.98%
Holding current value
$13,756
Previous $13,000 -0.0%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$17.91 - $18.43 $125 - $129
7 Added 0.98%
724 $13,000
Q1 2024

Jul 17, 2024

BUY
$17.7 - $18.26 $12,690 - $13,092
717 New
717 $13,000

Others Institutions Holding FPEI

About FIRST TR ETF III INSTL PFD SEC


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

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services 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 Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.