A detailed history of Veridan Wealth LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Veridan Wealth LLC holds 123,022 shares of FPEI stock, worth $2.26 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
123,022
Previous 119,204 3.2%
Holding current value
$2.26 Million
Previous $2.23 Billion 3.26%
% of portfolio
1.04%
Previous 1.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

BUY
$18.54 - $18.88 $70,785 - $72,083
3,818 Added 3.2%
123,022 $2.3 Billion
Q4 2024

Feb 05, 2025

BUY
$18.62 - $19.05 $2.22 Million - $2.27 Million
119,204 New
119,204 $2.23 Billion

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 Veridan Wealth LLC Portfolio

Follow Veridan Wealth LLC 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 Veridan Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Veridan Wealth LLC with notifications on news.