Berger Financial Group, Inc First Tr ETF Fd Iv First Tr Lo Transaction History
Berger Financial Group, Inc
- $1.36 Billion
- Q3 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 1,011,741 shares of LMBS stock, worth $50.5 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
1,011,741
Previous 991,200
2.07%
Holding current value
$50.5 Million
Previous $48.8 Million
3.17%
% of portfolio
3.7%
Previous 3.87%
Shares
12 transactions
Others Institutions Holding LMBS
# of Institutions
455Shares Held
89.8MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY13.8MShares$690 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.6MShares$580 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
-
Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio