Modern Wealth Management, LLC First Tr Exchange Traded Iv Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Modern Wealth Management, LLC holds 522,473 shares of EMLP stock, worth $19.6 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
522,473
Previous 513,978
1.65%
Holding current value
$19.6 Million
Previous $19.3 Billion
99.9%
% of portfolio
0.64%
Previous 0.62%
Shares
5 transactions
Others Institutions Holding EMLP
# of Institutions
388Shares Held
74MCall Options Held
6.2KPut Options Held
100-
Morgan Stanley New York, NY17.3MShares$647 Million0.05% of portfolio
-
Tiedemann Advisors, LLC4.04MShares$151 Million4.62% of portfolio
-
Capital Investment Advisors, LLC3.71MShares$139 Million2.8% of portfolio
-
Al Ti Global, Inc. New York, NY3.02MShares$113 Million2.97% of portfolio
-
Glenview Trust CO Louisville, KY2.57MShares$96 Million1.9% of portfolio