Family Wealth Group, LLC Vaneck ETF Tr J.P. Morgan Em L Transaction History

Family Wealth Group, LLC

$96.6 Million
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$22.98 - $24.13 $320,456 - $336,492	-13,945 Closed	0 $0
Q4 2024 May 14, 2025	BUY	$23.11 - $25.17 $4,067 - $4,429	176 Added 1.28%	13,945 $322,000
Q3 2024 Apr 01, 2025	BUY	$23.58 - $25.5 $60,294 - $65,203	2,557 Added 22.81%	13,769 $349,000
Q3 2024 Nov 14, 2024	BUY	$23.58 - $25.5 $7,804 - $8,440	331 Added 2.92%	11,672 $296,000
Q2 2024 Apr 01, 2025	BUY	$23.66 - $24.62 $33,100 - $34,443	1,399 Added 14.26%	11,212 $266,000
Q2 2024 Aug 14, 2024	BUY	$23.66 - $24.62 $31,917 - $33,212	1,349 Added 13.5%	11,341 $269,000
Q1 2024 Apr 01, 2025	SELL	$24.5 - $25.3 $45,545 - $47,032	-1,859 Reduced 15.93%	9,813 $241 Million
Q1 2024 Aug 14, 2024	BUY	$24.5 - $25.3 $244,804 - $252,797	9,992 New	9,992 $244,000

Others Institutions Holding EMLC

# of Institutions

284

Shares Held

97.3M

Call Options Held

12.4K

Put Options Held

500

Charles Schwab Investment Management Inc San Francisco, CA

11.7M
Shares

$294 Million
0.05% of portfolio
Personal Capital Advisors Corp

8.83M
Shares

$222 Million
1.04% of portfolio
Sei Investments CO Oaks, PA

8.35M
Shares

$210 Million
0.27% of portfolio
Proficio Capital Partners LLC Newton, MA

4.79M
Shares

$121 Million
0.6% of portfolio
Neuberger Berman Group LLC New York, NY

4.15M
Shares

$105 Million
0.09% of portfolio

About VANECK ETF TR J.P. MORGAN EM L

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