Wealth Enhancement Advisory Services, LLC First Trust Multi Asset Divers Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 37,160 shares of MDIV stock, worth $595,303. This represents 0.0% of its overall portfolio holdings.

Number of Shares

37,160

Previous 38,985 4.68%

Holding current value

$595,303

Previous $648,000 7.56%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$15.95 - $16.94 $29,108 - $30,915	-1,825 Reduced 4.68%	37,160 $599,000
Q3 2024 Oct 23, 2024	SELL	$15.69 - $16.76 $127,747 - $136,459	-8,142 Reduced 17.28%	38,985 $648,000
Q2 2024 Jul 16, 2024	SELL	$15.25 - $15.99 $32,772 - $34,362	-2,149 Reduced 4.36%	47,127 $740,000
Q1 2024 Apr 15, 2024	BUY	$15.27 - $15.81 $131,123 - $135,760	8,587 Added 21.1%	49,276 $778,000
Q4 2023 Jan 30, 2024	SELL	$14.12 - $15.72 $8,796 - $9,793	-623 Reduced 1.51%	40,689 $636,000
Q3 2023 Nov 13, 2023	BUY	$14.41 - $15.27 $595,305 - $630,834	41,312 New	41,312 $603,000

Others Institutions Holding MDIV

# of Institutions

104

Shares Held

9.13M

Call Options Held

Put Options Held

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About FIRST TRUST MULTI-ASSET DIVERS

Ticker MDIV
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Industry ETFs

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Wealth Enhancement Advisory Services, LLC First Trust Multi Asset Divers Transaction History