Transform Wealth, LLC First Tr Exchange Traded Iv Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 30, 2020	SELL	$14.87 - $26.37 $351,913 - $624,072	-23,666 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$24.22 - $25.54 $114,948 - $121,212	-4,746 Reduced 16.7%	23,666 $603,000
Q3 2019 Oct 24, 2019	SELL	$24.39 - $25.93 $891,795 - $948,104	-36,564 Reduced 56.27%	28,412 $727,000
Q2 2019 Jul 30, 2019	BUY	$24.35 - $25.39 $1.58 Million - $1.65 Million	64,976 New	64,976 $1.64 Million
Q4 2018 Jan 30, 2019	SELL	$20.55 - $23.79 $179,401 - $207,686	-8,730 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$23.11 - $24.49 $126,411 - $133,960	-5,470 Reduced 38.52%	8,730 $205,000
Q2 2018 Aug 03, 2018	SELL	$21.69 - $23.22 $126,127 - $135,024	-5,815 Reduced 29.05%	14,200 $330,000
Q1 2018 May 03, 2018	SELL	$21.49 - $24.98 $52,005 - $60,451	-2,420 Reduced 10.79%	20,015 $438,000
Q4 2017 Feb 08, 2018	SELL	$24.11 - $25.27 $82,817 - $86,802	-3,435 Reduced 13.28%	22,435 $551,000
Q3 2017 Oct 19, 2017	BUY	$24.74 - $24.92 $640,023 - $644,680	25,870	25,870 $642,000

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
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