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

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 225,720 shares of FPEI stock, worth $4.23 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
225,720
Previous 220,768 2.24%
Holding current value
$4.23 Million
Previous $4.06 Million 6.14%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$18.36 - $19.08 $90,918 - $94,484
4,952 Added 2.24%
225,720 $4.3 Million
Q2 2024

Aug 14, 2024
BUY
$17.91 - $18.43 $364,486 - $375,068
20,351 Added 10.15%
220,768 $4.06 Million
Q1 2024

May 09, 2024
BUY
$17.7 - $18.26 $294,988 - $304,321
16,666 Added 9.07%
200,417 $3.65 Million
Q4 2023

Feb 08, 2024
BUY
$16.46 - $17.9 $3.02 Million - $3.29 Million
183,751 New
183,751 $3.28 Million

Others Institutions Holding FPEI

# of Institutions
167
Shares Held
59.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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