First Republic Investment Management, Inc. First Trust Multi Asset Divers Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$14.05 - $16.25 $163,710 - $189,345	11,652 New	11,652 $170,000

Others Institutions Holding MDIV

# of Institutions

102

Shares Held

9.11M

Call Options Held

Put Options Held

Flaharty Asset Management, LLC

1.38M
Shares

$22.3 Million
3.37% of portfolio
Lpl Financial LLC Fort Mill, SC

972K
Shares

$15.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

802K
Shares

$13 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

614K
Shares

$9.94 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

539K
Shares

$8.72 Million
0.0% of portfolio

View Full List

About FIRST TRUST MULTI-ASSET DIVERS

Ticker MDIV
Sector ETFs
Industry ETFs

More about MDIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Republic Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Republic Investment Management, Inc. with notifications on news.

Account