Morey & Quinn Wealth Partners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Morey & Quinn Wealth Partners, LLC
- $121 Billion
- Q1 2025
A detailed history of Morey & Quinn Wealth Partners, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 16,812 shares of LMBS stock, worth $820,929. This represents 0.68% of its overall portfolio holdings.
Number of Shares
16,812
Previous 13,767
22.12%
Holding current value
$820,929
Previous $670 Million
23.35%
% of portfolio
0.68%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding LMBS
# of Institutions
448Shares Held
78.5MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$589 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$453 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$237 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio