A detailed history of Omni 360 Wealth, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 23,159 shares of FPE stock, worth $412,693. This represents 0.27% of its overall portfolio holdings.

Number of Shares
23,159
Previous 24,668 6.12%
Holding current value
$412,693
Previous $428 Million 2.12%
% of portfolio
0.27%
Previous 0.32%

Shares

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

Oct 24, 2024

SELL
$17.35 - $18.22 $26,181 - $27,493
-1,509 Reduced 6.12%
23,159 $419 Million
Q2 2024

Jul 19, 2024

BUY
$16.96 - $17.44 $491 - $505
29 Added 0.12%
24,668 $428 Million
Q1 2024

Apr 19, 2024

SELL
$16.74 - $17.43 $39,539 - $41,169
-2,362 Reduced 8.75%
24,639 $427 Million
Q4 2023

Feb 08, 2024

BUY
$15.46 - $16.92 $417,435 - $456,856
27,001 New
27,001 $455 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 Omni 360 Wealth, Inc. Portfolio

Follow Omni 360 Wealth, Inc. 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 Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.