A detailed history of Silver Oak Securities, Inc transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Silver Oak Securities, Inc holds 25,717 shares of FPEI stock, worth $483,479. This represents 0.05% of its overall portfolio holdings.

Number of Shares
25,717
Previous 15,304 68.04%
Holding current value
$483,479
Previous $281,000 74.38%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 23, 2024

BUY
$18.36 - $19.08 $191,182 - $198,680
10,413 Added 68.04%
25,717 $490,000
Q2 2024

Jul 12, 2024

BUY
$17.91 - $18.43 $35,193 - $36,214
1,965 Added 14.73%
15,304 $281,000
Q1 2024

May 10, 2024

BUY
$17.7 - $18.26 $52,533 - $54,195
2,968 Added 28.62%
13,339 $243,000
Q4 2023

Feb 05, 2024

BUY
$16.46 - $17.9 $170,706 - $185,640
10,371 New
10,371 $184,000

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 Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, 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 Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.