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

Jul 08, 2024
BUY
$17.91 - $18.43 $337,119 - $346,907
18,823 Added 13.72%
156,041 $2.87 Billion
Q1 2024

Apr 19, 2024
SELL
$17.7 - $18.26 $330,582 - $341,042
-18,677 Reduced 11.98%
137,218 $2.5 Billion
Q4 2023

Jan 16, 2024
BUY
$16.46 - $17.9 $2.57 Million - $2.79 Million
155,895 New
155,895 $2.63 Billion

Others Institutions Holding FPEI

# of Institutions
168
Shares Held
51.5M
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
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