Wealthpoint, LLC Iq Merger Arbitrage ETF Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	$31.59 - $32.31 $979 - $1,001	-31 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$31.26 - $32.06 $969 - $993	31 New	31 $1,000

Others Institutions Holding MNA

# of Institutions

80

Shares Held

4.67M

Call Options Held

0

Put Options Held

0

New York Life Investment Management LLC New York, NY

1.08M
Shares

$37 Million
0.37% of portfolio
Morgan Stanley New York, NY

622K
Shares

$21.2 Million
0.0% of portfolio
Osborne Partners Capital Management, LLC

472K
Shares

$16.1 Million
0.91% of portfolio
Envestnet Asset Management Inc

259K
Shares

$8.82 Million
0.0% of portfolio
Oppenheimer Asset Management Inc. New York, NY

252K
Shares

$8.6 Million
0.1% of portfolio

About IQ MERGER ARBITRAGE ETF

Ticker MNA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthpoint, LLC with notifications on news.