Crux Wealth Advisors First Tr ETF Fd Iv First Tr Lo Transaction History

Crux Wealth Advisors

$192 Billion
Q1 2025

A detailed history of Crux Wealth Advisors transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Crux Wealth Advisors holds 7,960 shares of LMBS stock, worth $390,836. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,960

Holding current value

$390,836

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$48.31 - $49.23 $384,547 - $391,870	7,960 New	7,960 $391 Million

Others Institutions Holding LMBS

# of Institutions

452

Shares Held

81.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

12.1M
Shares

$593 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

9.25M
Shares

$454 Million
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

5.08M
Shares

$250 Million
0.06% of portfolio
Ubs Group Ag

4.13M
Shares

$203 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.41M
Shares

$167 Million
0.07% of portfolio

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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Crux Wealth Advisors First Tr ETF Fd Iv First Tr Lo Transaction History