Wayfinding Financial, LLC FPEI Holdings History
Wayfinding Financial, LLC's First Trust Institutional Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, Wayfinding Financial, LLC held 205,329.00 shares of First Trust Institutional Preferred Securities and Income ETF(FPEI), totaling $3.84 Mil. This investment constitutes 1.68% of their stock portfolio, and Wayfinding Financial, LLC now holds 0.25% of the outstanding First Trust Institutional Preferred Securities and Income ETF(FPEI) stock.
The initial trade took place in 2024Q1. And since then Wayfinding Financial, LLC has made 4 purchases of FPEI, at an average price of $18.36, for a total of 205,369.00 shares. In addition, there have been 1 sales at an average price of $18.21 for 40.00 shares. Based on historical transaction data and FPEI's current price of $19.02, Wayfinding Financial, LLC's estimated gain on his FPEI holdings is $135,402.92, reflecting a 3.59% gain to date.
Wayfinding Financial, LLC FPEI ($19.02) Holding Chart
Wayfinding Financial, LLC FPEI ($19.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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