Beta Wealth Group, Inc. First Tr Exchange Traded Iv Transaction History
Beta Wealth Group, Inc.
- $203 Million
- Q3 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 7,029 shares of EMLP stock, worth $250,583. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,029
Previous 7,077
0.68%
Holding current value
$250,583
Previous $215,000
9.77%
% of portfolio
0.12%
Previous 0.11%
Shares
15 transactions
Others Institutions Holding EMLP
# of Institutions
336Shares Held
68.4MCall Options Held
3.6KPut Options Held
0-
Morgan Stanley New York, NY16.3MShares$582 Million0.04% of portfolio
-
Tiedemann Advisors, LLC4.04MShares$144 Million4.62% of portfolio
-
Capital Investment Advisors, LLC3.59MShares$128 Million2.52% of portfolio
-
Al Ti Global, Inc. New York, NY3.46MShares$123 Million2.83% of portfolio
-
Glenview Trust CO Louisville, KY2.5MShares$89.2 Million1.64% of portfolio