Epg Wealth Management LLC First Trust Multi Asset Divers Transaction History

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Epg Wealth Management LLC holds 3,633 shares of MDIV stock, worth $60,889. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,633
Previous 0 Infinity%
Holding current value
$60,889
Previous $0 Infinity%
% of portfolio
0.02%
Previous 100.0%

Shares

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

Nov 13, 2024
BUY
$15.69 - $16.76 $57,001 - $60,889
3,633 New
3,633 $60.4 Million
Q2 2024

Aug 13, 2024
SELL
$15.25 - $15.99 $80,535 - $84,443
-5,281 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$15.27 - $15.81 $992 - $1,027
65 Added 1.25%
5,281 $83,000
Q4 2023

Feb 14, 2024
BUY
$14.12 - $15.72 $1,567 - $1,744
111 Added 2.17%
5,216 $81,000
Q3 2023

Nov 13, 2023
BUY
$14.41 - $15.27 $1,152 - $1,221
80 Added 1.59%
5,105 $74,000
Q2 2023

Aug 15, 2023
SELL
$14.11 - $14.79 $30,110 - $31,561
-2,134 Reduced 29.81%
5,025 $73,000
Q1 2023

May 15, 2023
BUY
$14.05 - $16.25 $1,770 - $2,047
126 Added 1.79%
7,159 $104,000
Q4 2022

Feb 14, 2023
BUY
$14.45 - $15.73 $1,748 - $1,903
121 Added 1.75%
7,033 $105,000
Q3 2022

Nov 15, 2022
BUY
$14.37 - $16.64 $99,325 - $115,015
6,912 New
6,912 $100,000
Q2 2022

Aug 15, 2022
SELL
$14.9 - $17.0 $99,651 - $113,696
-6,688 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$16.21 - $17.08 $39,730 - $41,863
-2,451 Reduced 26.82%
6,688 $113,000
Q4 2021

Feb 14, 2022
BUY
$15.99 - $16.99 $146,132 - $155,271
9,139 New
9,139 $152,000

Others Institutions Holding MDIV

# of Institutions
102
Shares Held
9.07M
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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