Wealth Effects LLC First Tr Exchange Traded Iv Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Wealth Effects LLC holds 14,706 shares of EMLP stock, worth $548,092. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,706
Previous 14,753 0.32%
Holding current value
$548,092
Previous $495,000 5.86%
% of portfolio
0.21%
Previous 0.19%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$33.69 - $38.24 $1,583 - $1,797
-47 Reduced 0.32%
14,706 $524,000
Q3 2024

Oct 21, 2024
SELL
$30.38 - $34.0 $20,506 - $22,950
-675 Reduced 4.38%
14,753 $495,000
Q2 2024

Aug 02, 2024
SELL
$28.25 - $31.1 $2,599 - $2,861
-92 Reduced 0.59%
15,428 $469,000
Q1 2024

Apr 22, 2024
SELL
$26.83 - $29.53 $18,566 - $20,434
-692 Reduced 4.27%
15,520 $458,000
Q4 2023

Jan 29, 2024
SELL
$25.39 - $27.98 $4,900 - $5,400
-193 Reduced 1.18%
16,212 $448,000
Q3 2023

Oct 16, 2023
BUY
$26.42 - $28.14 $1,558 - $1,660
59 Added 0.36%
16,405 $433,000
Q2 2023

Jul 18, 2023
SELL
$26.24 - $27.37 $40,462 - $42,204
-1,542 Reduced 8.62%
16,346 $441,000
Q1 2023

May 04, 2023
SELL
$25.42 - $27.64 $22,649 - $24,627
-891 Reduced 4.74%
17,888 $476,000
Q4 2022

Feb 02, 2023
BUY
$24.59 - $27.92 $147 - $167
6 Added 0.03%
18,779 $501,000
Q3 2022

Nov 14, 2022
BUY
$24.88 - $29.0 $174 - $203
7 Added 0.04%
18,773 $467,000
Q2 2022

Aug 03, 2022
SELL
$24.71 - $28.93 $6,029 - $7,058
-244 Reduced 1.28%
18,766 $483,000
Q1 2022

May 16, 2022
BUY
$24.68 - $27.82 $123 - $139
5 Added 0.03%
19,010 $526,000
Q4 2021

Feb 09, 2022
BUY
$23.74 - $25.45 $451,178 - $483,677
19,005 New
19,005 $474,000

Others Institutions Holding EMLP

# of Institutions
359
Shares Held
71.3M
Call Options Held
200
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED IV

EMLP Quotes by TradingView
  • Ticker EMLP
  • Sector ETFs
  • Industry ETFs
More about EMLP
Track This Portfolio

Track Wealth Effects LLC Portfolio

Follow Wealth Effects LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email