Endowment Wealth Management, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History
Endowment Wealth Management, Inc.
- $133 Million
- Q4 2024
A detailed history of Endowment Wealth Management, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 40,511 shares of LMBS stock, worth $1.98 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
40,511
Previous 34,414
17.72%
Holding current value
$1.98 Million
Previous $1.7 Million
15.94%
% of portfolio
1.48%
Previous 1.24%
Shares
13 transactions
Others Institutions Holding LMBS
# of Institutions
442Shares Held
79MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$590 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$453 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$237 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio