Zrc Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Zrc Wealth Management, LLC

  • $211 Billion
  • Q2 2024

A detailed history of Zrc Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 2,961 shares of FPE stock, worth $51,995. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,961
Previous 2,919 1.44%
Holding current value
$51,995
Previous $50.6 Million 1.69%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 08, 2024
BUY
$16.96 - $17.44 $712 - $732
42 Added 1.44%
2,961 $51.4 Million
Q1 2024

Apr 19, 2024
BUY
$16.74 - $17.43 $1,657 - $1,725
99 Added 3.51%
2,919 $50.6 Million
Q3 2023

Oct 10, 2023
BUY
$15.88 - $16.28 $698 - $716
44 Added 1.59%
2,820 $45 Million
Q2 2023

Jul 06, 2023
BUY
$15.54 - $16.14 $730 - $758
47 Added 1.72%
2,776 $44.3 Million
Q1 2023

May 04, 2023
BUY
$15.34 - $18.23 $41,862 - $49,749
2,729 New
2,729 $43.6 Million

Others Institutions Holding FPE

# of Institutions
430
Shares Held
187M
Call Options Held
2K
Put Options Held
20.1K
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 Zrc Wealth Management, LLC Portfolio

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

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email