Beta Wealth Group, Inc. First Tr Exchange Traded Iv Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 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 6,855 shares of EMLP stock, worth $246,848. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,855
Previous 7,029
2.48%
Holding current value
$246,848
Previous $236,000
3.39%
% of portfolio
0.12%
Previous 0.12%
Shares
16 transactions
Others Institutions Holding EMLP
# of Institutions
378Shares Held
73.1MCall Options Held
1.6KPut Options Held
0-
Morgan Stanley New York, NY16.4MShares$591 Million0.04% of portfolio
-
Tiedemann Advisors, LLC4.04MShares$145 Million4.62% of portfolio
-
Capital Investment Advisors, LLC3.71MShares$134 Million2.8% of portfolio
-
Al Ti Global, Inc. New York, NY3.29MShares$118 Million2.83% of portfolio
-
Glenview Trust CO Louisville, KY2.52MShares$90.8 Million1.71% of portfolio