Endowment Wealth Management, Inc. First Trust Multi Asset Divers Transaction History

Endowment Wealth Management, Inc.

  • $125 Million
  • Q2 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 33,013 shares of MDIV stock, worth $538,442. This represents 0.42% of its overall portfolio holdings.

Number of Shares
33,013
Previous 34,338 3.86%
Holding current value
$538,442
Previous $542,000 4.43%
% of portfolio
0.42%
Previous 0.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$15.25 - $15.99 $20,206 - $21,186
-1,325 Reduced 3.86%
33,013 $518,000
Q1 2024

May 08, 2024
SELL
$15.27 - $15.81 $32,082 - $33,216
-2,101 Reduced 5.77%
34,338 $542,000
Q4 2023

Feb 07, 2024
SELL
$14.12 - $15.72 $48,473 - $53,966
-3,433 Reduced 8.61%
36,439 $570,000
Q3 2023

Oct 30, 2023
SELL
$14.41 - $15.27 $41,961 - $44,466
-2,912 Reduced 6.81%
39,872 $582,000
Q2 2023

Aug 10, 2023
BUY
$14.11 - $14.79 $18,357 - $19,241
1,301 Added 3.14%
42,784 $622,000
Q1 2023

May 10, 2023
BUY
$14.05 - $16.25 $582,836 - $674,098
41,483 New
41,483 $608,000

Others Institutions Holding MDIV

# of Institutions
98
Shares Held
8.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST MULTI-ASSET DIVERS

MDIV Quotes by TradingView
  • Ticker MDIV
  • Sector ETFs
  • Industry ETFs
More about MDIV
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