Retirement Planning CO Of New England, Inc. First Tr Exchange Traded Iv Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$24.68 - $27.82 $112,762 - $127,109	-4,569 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$23.74 - $25.45 $108,468 - $116,281	4,569 New	4,569 $114,000

Others Institutions Holding EMLP

# of Institutions

340

Shares Held

69.3M

Call Options Held

200

Put Options Held

Morgan Stanley New York, NY

16.4M
Shares

$582 Million
0.04% of portfolio
Tiedemann Advisors, LLC

4.04M
Shares

$143 Million
4.62% of portfolio
Capital Investment Advisors, LLC

3.59M
Shares

$127 Million
2.52% of portfolio
Al Ti Global, Inc. New York, NY

3.46M
Shares

$123 Million
2.8% of portfolio
Glenview Trust CO Louisville, KY

2.5M
Shares

$88.9 Million
1.64% of portfolio

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About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
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