Endowment Wealth Management, Inc. First Trust Multi Asset Divers Transaction History
Endowment Wealth Management, Inc.
- $137 Million
- Q3 2024
A detailed history of Endowment Wealth Management, Inc. transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 30,874 shares of MDIV stock, worth $514,669. This represents 0.37% of its overall portfolio holdings.
Number of Shares
30,874
Previous 33,013
6.48%
Holding current value
$514,669
Previous $518,000
0.97%
% of portfolio
0.37%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding MDIV
# of Institutions
102Shares Held
9.07MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.38MShares$23 Million3.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC972KShares$16.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY802KShares$13.4 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC614KShares$10.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC539KShares$8.98 Million0.0% of portfolio