Loring Wolcott & Coolidge Fiduciary Advisors LLP First Tr Exchange Traded Iv Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 08, 2018	SELL	$24.11 - $25.27 $23,989 - $25,143	-995 Closed	0 $0
Q3 2017 Oct 27, 2017	BUY	$24.74 - $24.92 $24,616 - $24,795	995	995 $25,000

Others Institutions Holding EMLP

# of Institutions

336

Shares Held

68.4M

Call Options Held

3.6K

Put Options Held

Morgan Stanley New York, NY

16.3M
Shares

$582 Million
0.04% of portfolio
Tiedemann Advisors, LLC

4.04M
Shares

$144 Million
4.62% of portfolio
Capital Investment Advisors, LLC

3.59M
Shares

$128 Million
2.52% of portfolio
Al Ti Global, Inc. New York, NY

3.46M
Shares

$123 Million
2.83% of portfolio
Glenview Trust CO Louisville, KY

2.5M
Shares

$89.2 Million
1.64% of portfolio

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About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
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