Perennial Investment Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024

A detailed history of Perennial Investment Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 70,156 shares of FPE stock, worth $1.25 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
70,156
Previous 64,291 9.12%
Holding current value
$1.25 Million
Previous $1.16 Million 6.71%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$17.65 - $18.18 $103,517 - $106,625
5,865 Added 9.12%
70,156 $1.24 Million
Q3 2024

Nov 14, 2024
BUY
$17.35 - $18.22 $741,261 - $778,431
42,724 Added 198.1%
64,291 $1.16 Million
Q2 2024

Aug 09, 2024
BUY
$16.96 - $17.44 $365,776 - $376,128
21,567 New
21,567 $374,000

Others Institutions Holding FPE

# of Institutions
480
Shares Held
221M
Call Options Held
0
Put Options Held
0
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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