Wendell David Associates Inc First Tr Pfd Secs & Income ETF Transaction History

Wendell David Associates Inc

  • $1.05 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 22, 2022
SELL
$18.67 - $20.32 $121,355 - $132,080
-6,500 Reduced 25.0%
19,500 $371,000
Q4 2021

Jan 24, 2022
BUY
$20.14 - $20.56 $130,910 - $133,640
6,500 Added 33.33%
26,000 $528,000
Q1 2021

Apr 20, 2021
BUY
$19.95 - $20.37 $129,675 - $132,405
6,500 Added 50.0%
19,500 $393,000
Q3 2018

Oct 12, 2018
BUY
$19.07 - $19.3 $247,910 - $250,900
13,000 New
13,000 $248,000

Others Institutions Holding FPE

# of Institutions
440
Shares Held
195M
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
Track This Portfolio

Track Wendell David Associates Inc Portfolio

Follow Wendell David Associates 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 Wendell David Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wendell David Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email