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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$30.38 - $34.0 $3.84 Million - $4.3 Million
-126,531 Reduced 9.24%
1,243,042 $41.8 Million
Q2 2024

Aug 13, 2024

SELL
$28.25 - $31.1 $2.31 Million - $2.54 Million
-81,752 Reduced 5.63%
1,369,573 $41.7 Million
Q1 2024

May 01, 2024

BUY
$26.83 - $29.53 $155,721 - $171,392
5,804 Added 0.4%
1,451,325 $42.9 Million
Q4 2023

Jan 12, 2024

BUY
$25.39 - $27.98 $5.02 Million - $5.54 Million
197,894 Added 15.86%
1,445,521 $40 Million
Q3 2023

Jan 12, 2024

BUY
$26.42 - $28.14 $33 Million - $35.1 Million
1,247,627 New
1,247,627 $33 Million

Others Institutions Holding EMLP

About FIRST TR EXCHANGE-TRADED IV


  • Ticker EMLP
  • Sector ETFs
  • Industry ETFs
More about EMLP
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, LLC 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 Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.