Icon Wealth Advisors, LLC First Tr Exchange Traded Iv Transaction History

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 40,113 shares of EMLP stock, worth $1.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

40,113

Previous 38,480 4.24%

Holding current value

$1.5 Million

Previous $1.29 Million 10.68%

% of portfolio

0.12%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$33.69 - $38.24 $55,015 - $62,445	1,633 Added 4.24%	40,113 $1.43 Million
Q3 2024 Nov 14, 2024	BUY	$30.38 - $34.0 $1.11 Million - $1.25 Million	36,685 Added 2043.73%	38,480 $1.29 Million
Q3 2024 Nov 12, 2024	SELL	$30.38 - $34.0 $1.11 Million - $1.24 Million	-36,465 Reduced 95.31%	1,795 $60,000
Q2 2024 Aug 14, 2024	BUY	$28.25 - $31.1 $7,006 - $7,712	248 Added 0.65%	38,260 $1.17 Million
Q1 2024 May 15, 2024	BUY	$26.83 - $29.53 $5,929 - $6,526	221 Added 0.58%	38,012 $1.12 Million
Q4 2023 Feb 14, 2024	BUY	$25.39 - $27.98 $137,156 - $151,147	5,402 Added 16.68%	37,791 $1.05 Million
Q4 2022 Feb 14, 2023	BUY	$24.59 - $27.92 $713 - $809	29 Added 0.09%	32,389 $864,000
Q3 2022 Jan 25, 2023	BUY	$24.88 - $29.0 $805,116 - $938,440	32,360 New	32,360 $805,000

Others Institutions Holding EMLP

# of Institutions

370

Shares Held

71.6M

Call Options Held

200

Put Options Held

View Full List

About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
Sector ETFs
Industry ETFs

More about EMLP

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Icon Wealth Advisors, LLC First Tr Exchange Traded Iv Transaction History