Center For Financial Planning, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History
Center For Financial Planning, Inc.
- $781 Million
- Q1 2025
A detailed history of Center For Financial Planning, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 85,359 shares of LMBS stock, worth $4.17 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
85,359
Previous 77,243
10.51%
Holding current value
$4.17 Million
Previous $3.76 Million
11.63%
% of portfolio
0.54%
Previous 0.5%
Shares
5 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
-
Wells Fargo & Company San Francisco, CA5.08MShares$249 Million0.06% of portfolio
-
Ubs Group Ag4.13MShares$202 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$167 Million0.07% of portfolio