Pb Mares Wealth Management LLC First Tr Exchange Traded Iv Transaction History
Pb Mares Wealth Management LLC
- $404 Million
- Q2 2024
A detailed history of Pb Mares Wealth Management LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 18,033 shares of EMLP stock, worth $570,023. This represents 0.14% of its overall portfolio holdings.
Number of Shares
18,033
Previous 18,224
1.05%
Holding current value
$570,023
Previous $538,000
2.04%
% of portfolio
0.14%
Previous 0.14%
Shares
15 transactions
Others Institutions Holding EMLP
# of Institutions
308Shares Held
67.1MCall Options Held
18KPut Options Held
0-
Morgan Stanley New York, NY15.7MShares$497 Million0.04% of portfolio
-
Tiedemann Advisors, LLC4.04MShares$128 Million4.62% of portfolio
-
Capital Investment Advisors, LLC3.55MShares$112 Million2.47% of portfolio
-
Al Ti Global, Inc. New York, NY3.47MShares$110 Million2.85% of portfolio
-
Glenview Trust CO Louisville, KY2.45MShares$77.5 Million1.58% of portfolio