Spire Wealth Management First Tr Exchange Traded Iv Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$26.42 - $28.14 $3,857 - $4,108	-146 Reduced 3.07%	4,604 $121,000
Q2 2023 Aug 09, 2023	BUY	$26.24 - $27.37 $1,416 - $1,477	54 Added 1.15%	4,750 $128,000
Q1 2023 May 09, 2023	BUY	$25.42 - $27.64 $4,778 - $5,196	188 Added 4.17%	4,696 $125,000
Q4 2022 Feb 03, 2023	BUY	$24.59 - $27.92 $1,180 - $1,340	48 Added 1.08%	4,508 $120,000
Q3 2022 Nov 07, 2022	SELL	$24.88 - $29.0 $18,709 - $21,808	-752 Reduced 14.43%	4,460 $111,000
Q2 2022 Jul 22, 2022	SELL	$24.71 - $28.93 $260,517 - $305,008	-10,543 Reduced 66.92%	5,212 $134,000
Q1 2022 Apr 18, 2022	SELL	$24.68 - $27.82 $973,107 - $1.1 Million	-39,429 Reduced 71.45%	15,755 $451,000
Q4 2021 Jan 14, 2022	BUY	$23.74 - $25.45 $168,530 - $180,669	7,099 Added 14.76%	55,184 $1.38 Million
Q3 2021 Oct 22, 2021	SELL	$23.59 - $25.04 $136,609 - $145,006	-5,791 Reduced 10.75%	48,085 $1.14 Million
Q2 2021 Jul 26, 2021	BUY	$22.93 - $25.6 $87,913 - $98,150	3,834 Added 7.66%	53,876 $1.32 Million
Q1 2021 May 21, 2021	BUY	$20.6 - $23.26 $1.03 Million - $1.16 Million	50,042 New	50,042 $1.15 Million

Others Institutions Holding EMLP

# of Institutions

336

Shares Held

68.4M

Call Options Held

3.6K

Put Options Held

0

About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
Sector ETFs
Industry ETFs

More about EMLP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Spire Wealth Management with notifications on news.