Modern Wealth Management, LLC First Tr Exc Trd Fd Iv Ft Ener Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in First Tr Exc Trd Fd Iv Ft Ener stock. As of the latest transaction made, Modern Wealth Management, LLC holds 23,798 shares of EIPX stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,798
Previous 20,866 14.05%
Holding current value
$0
Previous $544 Million 100.0%
% of portfolio
0.0%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025
BUY
N/A
2,932 Added 14.05%
23,798 $0
Q1 2025

May 15, 2025
SELL
N/A
-4,049 Reduced 16.25%
20,866 $544 Million
Q4 2024

May 30, 2025
SELL
N/A
-1,442 Reduced 6.91%
19,424 $0
Q4 2024

May 29, 2025
SELL
N/A
-1,442 Reduced 6.91%
19,424 $0
Q4 2024

Feb 11, 2025
BUY
N/A
24,915 New
24,915 $647 Million

Others Institutions Holding EIPX

# of Institutions
45
Shares Held
17.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXC TRD FD IV FT ENER

EIPX Quotes by TradingView
  • Ticker EIPX
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