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

Wealth Enhancement Advisory Services, LLC

$49.5 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 20,959 shares of MDIV stock, worth $345,613. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,959

Previous 37,160 43.6%

Holding current value

$345,613

Previous $599,000 43.57%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$15.95 - $16.94 $258,405 - $274,444	-16,201 Reduced 43.6%	20,959 $338,000
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

109

Shares Held

9.79M

Call Options Held

Put Options Held

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About FIRST TRUST MULTI-ASSET DIVERS

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