Zrc Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 2024
A detailed history of Zrc Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 156,041 shares of FPEI stock, worth $2.94 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
156,041
Previous 137,218
13.72%
Holding current value
$2.94 Million
Previous $2.5 Billion
14.65%
% of portfolio
1.36%
Previous 1.25%
Shares
3 transactions
Others Institutions Holding FPEI
# of Institutions
168Shares Held
51.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$219 Million0.02% of portfolio
-
Ubs Group Ag7.37MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.52MShares$85.1 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.08MShares$58 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.84MShares$53.3 Million0.03% of portfolio