Adamsbrown Wealth Consultants LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Adamsbrown Wealth Consultants LLC
- $329 Million
- Q2 2025
A detailed history of Adamsbrown Wealth Consultants LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 111,893 shares of LMBS stock, worth $5.6 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
111,893
Previous 98,555
13.53%
Holding current value
$5.6 Million
Previous $4.84 Million
13.79%
% of portfolio
1.68%
Previous 1.59%
Shares
3 transactions
Others Institutions Holding LMBS
# of Institutions
466Shares Held
85.9MCall Options Held
6.7KPut Options Held
0-
Morgan Stanley New York, NY13.4MShares$673 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$528 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.18MShares$259 Million0.05% of portfolio
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Ubs Group Ag4.96MShares$248 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.6MShares$180 Million0.06% of portfolio