Beta Wealth Group, Inc. First Tr Exchange Traded Iv Transaction History

Beta Wealth Group, Inc.

  • $189 Million
  • Q1 2024

A detailed history of Beta Wealth Group, Inc. transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 7,374 shares of EMLP stock, worth $224,612. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,374
Previous 7,767 5.06%
Holding current value
$224,612
Previous $215,000 0.93%
% of portfolio
0.11%
Previous 0.12%

Shares

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

May 14, 2024
SELL
$26.83 - $29.53 $10,544 - $11,605
-393 Reduced 5.06%
7,374 $217,000
Q4 2023

Feb 09, 2024
SELL
$25.39 - $27.98 $50,018 - $55,120
-1,970 Reduced 20.23%
7,767 $215,000
Q3 2023

Nov 13, 2023
SELL
$26.42 - $28.14 $2,324 - $2,476
-88 Reduced 0.9%
9,737 $257,000
Q2 2023

Aug 11, 2023
SELL
$26.24 - $27.37 $7,976 - $8,320
-304 Reduced 3.0%
9,825 $265,000
Q1 2023

May 09, 2023
SELL
$25.42 - $27.64 $31,139 - $33,859
-1,225 Reduced 10.79%
10,129 $269,000
Q4 2022

Feb 10, 2023
SELL
$26.28 - $27.92 $13,875 - $14,741
-528 Reduced 4.44%
11,354 $303,000
Q3 2022

Nov 01, 2022
BUY
$25.26 - $29.0 $25 - $29
1 Added 0.01%
11,882 $296,000
Q2 2022

Aug 05, 2022
SELL
$24.71 - $28.93 $17,939 - $21,003
-726 Reduced 5.76%
11,881 $306,000
Q1 2022

May 12, 2022
SELL
$24.68 - $27.82 $478,964 - $539,902
-19,407 Reduced 60.62%
12,607 $349,000
Q3 2021

Nov 12, 2021
SELL
$23.59 - $25.04 $63,928 - $67,858
-2,710 Reduced 7.8%
32,014 $758,000
Q2 2021

Aug 16, 2021
SELL
$22.93 - $25.6 $43,314 - $48,358
-1,889 Reduced 5.16%
34,724 $849,000
Q1 2021

May 11, 2021
SELL
$20.6 - $23.26 $36,379 - $41,077
-1,766 Reduced 4.6%
36,613 $835,000
Q4 2020

Mar 18, 2021
BUY
$19.03 - $21.92 $730,352 - $841,267
38,379 New
38,379 $805,000

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
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