Comprehensive Wealth Management, LLC First Tr Exchange Traded Iv Transaction History
Comprehensive Wealth Management, LLC
- $151 Million
- Q3 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 1,243,042 shares of EMLP stock, worth $44.3 Million. This represents 27.61% of its overall portfolio holdings.
Number of Shares
1,243,042
Previous 1,369,573
9.24%
Holding current value
$44.3 Million
Previous $41.7 Million
0.12%
% of portfolio
27.61%
Previous 30.99%
Shares
5 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