Berger Financial Group, Inc First Tr ETF Fd Iv First Tr Lo Transaction History
Berger Financial Group, Inc
- $1.26 Billion
- Q2 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 991,200 shares of LMBS stock, worth $49.5 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
991,200
Previous 970,373
2.15%
Holding current value
$49.5 Million
Previous $47.7 Million
2.35%
% of portfolio
3.87%
Previous 4.02%
Shares
11 transactions
Others Institutions Holding LMBS
# of Institutions
467Shares Held
85.4MCall Options Held
6.7KPut Options Held
0-
Morgan Stanley New York, NY13.4MShares$671 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$526 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
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Raymond James Financial Inc St. Petersburg, FL3.6MShares$179 Million0.06% of portfolio