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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 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 23,416 shares of EIPX stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,416
Previous 23,798 1.61%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-382 Reduced 1.61%
23,416 $0
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
41
Shares Held
16.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXC TRD FD IV FT ENER

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  • Ticker EIPX
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