Comprehensive Wealth Management, LLC First Tr Exchange Traded Iv Transaction History

Comprehensive Wealth Management, LLC

  • $135 Million
  • Q2 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 1,369,573 shares of EMLP stock, worth $45.8 Million. This represents 30.99% of its overall portfolio holdings.

Number of Shares
1,369,573
Previous 1,451,325 5.63%
Holding current value
$45.8 Million
Previous $42.9 Million 2.66%
% of portfolio
30.99%
Previous 33.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
324
Shares Held
67.5M
Call Options Held
3.6K
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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