Holos Integrated Wealth LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 4,485 shares of LMBS stock, worth $221,603. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,485
Previous 2,614
71.58%
Holding current value
$221,603
Previous $127 Million
73.29%
% of portfolio
0.14%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding LMBS
# of Institutions
459Shares Held
81.8MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$637 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$457 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.08MShares$251 Million0.06% of portfolio
-
Ubs Group Ag4.13MShares$204 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$169 Million0.07% of portfolio