Divergent Planning, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Divergent Planning, LLC

$250 Million
Q2 2025

A detailed history of Divergent Planning, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Divergent Planning, LLC holds 16,475 shares of LMBS stock, worth $811,723. This represents 0.32% of its overall portfolio holdings.

Number of Shares

16,475

Holding current value

$811,723

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 09, 2025	BUY	$48.5 - $49.35 $799,037 - $813,041	16,475 New	16,475 $811,000

Others Institutions Holding LMBS

# of Institutions

457

Shares Held

82.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

12.9M
Shares

$635 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

9.25M
Shares

$456 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

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

3.41M
Shares

$168 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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Divergent Planning, LLC First Tr ETF Fd Iv First Tr Lo Transaction History