A detailed history of Endowment Wealth Management, Inc. transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 6,808 shares of EMLP stock, worth $242,705. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,808
Previous 8,091 15.86%
Holding current value
$242,705
Previous $246,000 7.32%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Nov 06, 2024

SELL
$30.38 - $34.0 $38,977 - $43,622
-1,283 Reduced 15.86%
6,808 $228,000
Q2 2024

Aug 01, 2024

SELL
$28.25 - $31.1 $17,599 - $19,375
-623 Reduced 7.15%
8,091 $246,000
Q1 2024

May 08, 2024

SELL
$26.83 - $29.53 $54,840 - $60,359
-2,044 Reduced 19.0%
8,714 $257,000
Q4 2023

Feb 07, 2024

SELL
$25.39 - $27.98 $67,613 - $74,510
-2,663 Reduced 19.84%
10,758 $297,000
Q3 2023

Oct 30, 2023

SELL
$26.42 - $28.14 $20,818 - $22,174
-788 Reduced 5.55%
13,421 $354,000
Q2 2023

Aug 10, 2023

SELL
$26.24 - $27.37 $15,324 - $15,984
-584 Reduced 3.95%
14,209 $383,000
Q1 2023

May 10, 2023

SELL
$25.42 - $27.64 $2,872 - $3,123
-113 Reduced 0.76%
14,793 $393,000
Q4 2022

Feb 13, 2023

SELL
$24.59 - $27.92 $1,745 - $1,982
-71 Reduced 0.47%
14,906 $397,000
Q3 2022

Nov 10, 2022

SELL
$24.88 - $29.0 $36,324 - $42,340
-1,460 Reduced 8.88%
14,977 $373,000
Q2 2022

Aug 15, 2022

BUY
$24.71 - $28.93 $53,670 - $62,835
2,172 Added 15.23%
16,437 $423,000
Q1 2022

May 04, 2022

BUY
$24.68 - $27.82 $20,262 - $22,840
821 Added 6.11%
14,265 $395,000
Q4 2021

Feb 11, 2022

BUY
$23.74 - $25.45 $319,160 - $342,149
13,444 New
13,444 $336,000

Others Institutions Holding EMLP

About FIRST TR EXCHANGE-TRADED IV


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

Track Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. 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 Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.