Spire Wealth Management First Tr ETF Iii Instl Pfd Sec Transaction History

Spire Wealth Management

  • $2.83 Billion
  • Q2 2024

A detailed history of Spire Wealth Management transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Spire Wealth Management holds 27,257 shares of FPEI stock, worth $518,700. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,257
Previous 54,237 49.74%
Holding current value
$518,700
Previous $988,000 49.39%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$17.91 - $18.43 $483,211 - $497,241
-26,980 Reduced 49.74%
27,257 $500,000
Q1 2024

Apr 24, 2024
SELL
$17.7 - $18.26 $41,772 - $43,093
-2,360 Reduced 4.17%
54,237 $988,000
Q4 2023

Feb 06, 2024
SELL
$16.46 - $17.9 $36,014 - $39,165
-2,188 Reduced 3.72%
56,597 $1.01 Million
Q3 2023

Nov 08, 2023
BUY
$16.82 - $17.25 $206,953 - $212,244
12,304 Added 26.47%
58,785 $992,000
Q2 2023

Aug 09, 2023
BUY
$16.43 - $16.99 $762,154 - $788,132
46,388 Added 49879.57%
46,481 $783,000
Q1 2023

May 09, 2023
BUY
$16.1 - $18.84 $1,497 - $1,752
93 New
93 $1,000
Q1 2022

Apr 18, 2022
SELL
$19.06 - $20.42 $9,530 - $10,210
-500 Closed
0 $0
Q4 2021

Jan 14, 2022
BUY
$20.26 - $20.68 $10,130 - $10,340
500 New
500 $10,000
Q2 2021

Jul 26, 2021
SELL
$20.31 - $20.67 $10,155 - $10,335
-500 Closed
0 $0
Q1 2021

May 21, 2021
BUY
$20.13 - $20.61 $10,065 - $10,305
500 New
500 $10,000

Others Institutions Holding FPEI

# of Institutions
169
Shares Held
51.6M
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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