W.G. Shaheen & Associates Dba Whitney & CO First Tr Exchange Traded Iv Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$20.55 - $23.79 $140,767 - $162,961	-6,850 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$23.11 - $24.49 $158,303 - $167,756	6,850 New	6,850 $159,000

Others Institutions Holding EMLP

# of Institutions

332

Shares Held

68.3M

Call Options Held

3.6K

Put Options Held

Morgan Stanley New York, NY

16.3M
Shares

$550 Million
0.04% of portfolio
Tiedemann Advisors, LLC

4.04M
Shares

$136 Million
4.62% of portfolio
Capital Investment Advisors, LLC

3.59M
Shares

$121 Million
2.52% of portfolio
Al Ti Global, Inc. New York, NY

3.46M
Shares

$116 Million
2.83% of portfolio
Glenview Trust CO Louisville, KY

2.48M
Shares

$83.4 Million
1.56% of portfolio

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About FIRST TR EXCHANGE-TRADED IV

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