A detailed history of Icon Wealth Partners, LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 32,510 shares of EMLP stock, worth $1.16 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
32,510
Previous 32,470 0.12%
Holding current value
$1.16 Million
Previous $876,000 2.05%
% of portfolio
0.1%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

BUY
$26.42 - $28.14 $1,056 - $1,125
40 Added 0.12%
32,510 $858,000
Q2 2023

Aug 03, 2023

BUY
$26.24 - $27.37 $1,102 - $1,149
42 Added 0.13%
32,470 $876,000
Q1 2023

May 11, 2023

BUY
$25.42 - $27.64 $2,618 - $2,846
103 Added 0.32%
32,428 $863,000
Q2 2022

Jul 19, 2022

BUY
$24.71 - $28.93 $716 - $838
29 Added 0.09%
32,325 $832,000
Q4 2021

Jan 19, 2022

BUY
$23.74 - $25.45 $320,490 - $343,575
13,500 Added 71.82%
32,296 $806,000
Q4 2020

Feb 08, 2021

BUY
$19.03 - $21.92 $304 - $350
16 Added 0.09%
18,796 $394,000
Q3 2020

Oct 22, 2020

SELL
$18.75 - $21.39 $110,343 - $125,880
-5,885 Reduced 23.86%
18,780 $357,000
Q2 2020

Jul 14, 2020

BUY
$16.75 - $23.13 $1,206 - $1,665
72 Added 0.29%
24,665 $492,000
Q4 2018

Feb 14, 2019

SELL
$20.55 - $23.79 $60,766 - $70,347
-2,957 Reduced 10.73%
24,593 $528,000
Q2 2018

Aug 13, 2018

SELL
$21.69 - $23.22 $23,859 - $25,542
-1,100 Reduced 3.84%
27,550 $640,000
Q1 2018

May 15, 2018

SELL
$21.49 - $24.98 $271,848 - $315,997
-12,650 Reduced 30.63%
28,650 $627,000
Q4 2017

Feb 13, 2018

BUY
$24.11 - $25.27 $995,743 - $1.04 Million
41,300
41,300 $1.01 Million

Others Institutions Holding EMLP

About FIRST TR EXCHANGE-TRADED IV


  • Ticker EMLP
  • Sector ETFs
  • Industry ETFs
More about EMLP
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.