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

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

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 1,082,526 shares of EMLP stock, worth $40.5 Million. This represents 29.43% of its overall portfolio holdings.

Number of Shares
1,082,526
Previous 1,163,939 6.99%
Holding current value
$40.5 Million
Previous $41.5 Million 2.2%
% of portfolio
29.43%
Previous 31.64%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$35.79 - $38.28 $2.91 Million - $3.12 Million
-81,413 Reduced 6.99%
1,082,526 $40.6 Million
Q4 2024

Feb 11, 2025
SELL
$33.69 - $38.24 $2.66 Million - $3.02 Million
-79,103 Reduced 6.36%
1,163,939 $41.5 Million
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

# of Institutions
388
Shares Held
74M
Call Options Held
6.2K
Put Options Held
100
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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