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 $5.51 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
111,893
Previous 98,555
13.53%
Holding current value
$5.51 Million
Previous $4.84 Million
13.79%
% of portfolio
1.68%
Previous 1.59%
Shares
3 transactions
Others Institutions Holding LMBS
# of Institutions
456Shares Held
82MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$635 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$456 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.08MShares$251 Million0.06% of portfolio
-
Ubs Group Ag4.13MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$168 Million0.07% of portfolio