Brio Consultants, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Brio Consultants, LLC

$262 Million
Q1 2025

A detailed history of Brio Consultants, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Brio Consultants, LLC holds 15,799 shares of LMBS stock, worth $770,517. This represents 0.3% of its overall portfolio holdings.

Number of Shares

15,799

Holding current value

$770,517

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$48.31 - $49.23 $763,249 - $777,784	15,799 New	15,799 $776,000

Others Institutions Holding LMBS

# of Institutions

452

Shares Held

82.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

12.9M
Shares

$629 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

9.25M
Shares

$451 Million
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

5.08M
Shares

$248 Million
0.06% of portfolio
Ubs Group Ag

4.13M
Shares

$201 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.41M
Shares

$166 Million
0.07% of portfolio

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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Brio Consultants, LLC First Tr ETF Fd Iv First Tr Lo Transaction History