Berger Financial Group, Inc First Tr ETF Fd Iv First Tr Lo Transaction History
Berger Financial Group, Inc
- $1.19 Billion
- Q1 2025
A detailed history of Berger Financial Group, Inc transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Berger Financial Group, Inc holds 970,373 shares of LMBS stock, worth $47.4 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
970,373
Previous 881,591
10.07%
Holding current value
$47.4 Million
Previous $42.9 Million
11.18%
% of portfolio
4.02%
Previous 3.51%
Shares
10 transactions
Others Institutions Holding LMBS
# of Institutions
452Shares Held
82.1MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$630 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$452 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.08MShares$248 Million0.06% of portfolio
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Ubs Group Ag4.13MShares$202 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$167 Million0.07% of portfolio