Comprehensive Wealth Management, LLC EMLP Holdings History
Comprehensive Wealth Management, LLC's First Trust North American Energy Infrastructure Fund Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 1.08 Mil shares of First Trust North American Energy Infrastructure Fund(EMLP), totaling $40.58 Mil. This investment constitutes 28.23% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 1.25% of the outstanding First Trust North American Energy Infrastructure Fund(EMLP) stock.
The initial trade took place in 2023Q3. And since then Comprehensive Wealth Management, LLC has made 3 purchases of EMLP, at an average price of $27.37, for a total of 1.45 Mil shares. In addition, there have been 4 sales at an average price of $33.47 for 368,799.00 shares. Based on historical transaction data and EMLP's current price of $37.12, Comprehensive Wealth Management, LLC's estimated gain on his EMLP holdings is $12.80 Mil, reflecting a 32.21% gain to date.
Comprehensive Wealth Management, LLC EMLP ($37.12) Holding Chart
Comprehensive Wealth Management, LLC EMLP ($37.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
