Morton Brown Family Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 700 shares of FPE stock, worth $12,607. This represents 0.0% of its overall portfolio holdings.

Number of Shares
700
Previous 1,400 50.0%
Holding current value
$12,607
Previous $24,000 50.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 24, 2024
SELL
$17.35 - $18.22 $12,145 - $12,754
-700 Reduced 50.0%
700 $12,000
Q2 2024

Jul 30, 2024
BUY
$16.96 - $17.44 $9,497 - $9,766
560 Added 66.67%
1,400 $24,000
Q1 2024

Apr 23, 2024
BUY
$16.74 - $17.43 $14,061 - $14,641
840 New
840 $14,000

Others Institutions Holding FPE

# of Institutions
441
Shares Held
191M
Call Options Held
0
Put Options Held
10K
View Full List

About FIRST TR PFD SECS & INCOME ETF

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