Archetype Wealth Partners First Tr Exchange Traded Iv Transaction History

Archetype Wealth Partners

  • $600 Million
  • Q1 2024

A detailed history of Archetype Wealth Partners transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Archetype Wealth Partners holds 272,264 shares of EMLP stock, worth $8.34 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
272,264
Previous 280,072 2.79%
Holding current value
$8.34 Million
Previous $7.76 Million 3.68%
% of portfolio
1.34%
Previous 1.41%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$26.83 - $29.53 $209,488 - $230,570
-7,808 Reduced 2.79%
272,264 $8.04 Million
Q4 2023

Feb 14, 2024
BUY
$25.39 - $27.98 $6,144 - $6,771
242 Added 0.09%
280,072 $7.76 Million
Q3 2023

Nov 13, 2023
SELL
$26.42 - $28.14 $696,114 - $741,432
-26,348 Reduced 8.61%
279,830 $7.39 Million
Q2 2023

Aug 14, 2023
BUY
$26.24 - $27.37 $1.53 Million - $1.59 Million
58,148 Added 23.44%
306,178 $8.27 Million
Q1 2023

May 10, 2023
BUY
$25.42 - $27.64 $2.7 Million - $2.93 Million
106,124 Added 74.78%
248,030 $6.61 Million
Q4 2022

Feb 14, 2023
BUY
$26.28 - $27.92 $908,184 - $964,859
34,558 Added 32.19%
141,906 $3.79 Million
Q3 2022

Nov 14, 2022
SELL
$25.26 - $29.0 $12,150 - $13,949
-481 Reduced 0.45%
107,348 $2.67 Million
Q2 2022

Aug 15, 2022
SELL
$24.71 - $28.93 $72,425 - $84,793
-2,931 Reduced 2.65%
107,829 $2.78 Million
Q1 2022

May 12, 2022
BUY
$24.68 - $27.82 $205,806 - $231,990
8,339 Added 8.14%
110,760 $3.07 Million
Q4 2021

Feb 14, 2022
SELL
$23.74 - $25.45 $75,137 - $80,549
-3,165 Reduced 3.0%
102,421 $2.56 Million
Q3 2021

Nov 12, 2021
BUY
$23.59 - $25.04 $183,671 - $194,961
7,786 Added 7.96%
105,586 $2.5 Million
Q2 2021

Aug 13, 2021
BUY
$22.93 - $25.6 $24,214 - $27,033
1,056 Added 1.09%
97,800 $2.39 Million
Q1 2021

Apr 30, 2021
SELL
$20.6 - $23.26 $23,957 - $27,051
-1,163 Reduced 1.19%
96,744 $2.21 Million
Q4 2020

Feb 12, 2021
SELL
$19.03 - $21.92 $112,181 - $129,218
-5,895 Reduced 5.68%
97,907 $2.05 Million
Q3 2020

Oct 15, 2020
BUY
$18.75 - $21.39 $375,243 - $428,078
20,013 Added 23.88%
103,802 $1.98 Million
Q2 2020

Aug 13, 2020
BUY
$16.75 - $23.13 $1.21 Million - $1.67 Million
72,124 Added 618.29%
83,789 $1.67 Million
Q4 2019

Feb 11, 2020
BUY
$24.22 - $25.54 $282,526 - $297,924
11,665 New
11,665 $297,000

Others Institutions Holding EMLP

# of Institutions
308
Shares Held
67M
Call Options Held
18K
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED IV

EMLP Quotes by TradingView
  • Ticker EMLP
  • Sector ETFs
  • Industry ETFs
More about EMLP
Track This Portfolio

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners 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 Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email