Curio Wealth, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Curio Wealth, LLC

$228 Billion
Q2 2025

A detailed history of Curio Wealth, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Curio Wealth, LLC holds 100 shares of LMBS stock, worth $4,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Holding current value

$4,941

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 31, 2025	BUY	$48.5 - $49.35 $4,850 - $4,935	100 New	100 $4.93 Million

Others Institutions Holding LMBS

# of Institutions

459

Shares Held

81.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

12.9M
Shares

$637 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

9.25M
Shares

$457 Million
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

5.08M
Shares

$251 Million
0.06% of portfolio
Ubs Group Ag

4.13M
Shares

$204 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.41M
Shares

$169 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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