Endowment Wealth Management, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History
Endowment Wealth Management, Inc.
- $189 Million
- Q3 2025
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 70,426 shares of LMBS stock, worth $3.52 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
70,426
Previous 54,223
29.88%
Holding current value
$3.52 Million
Previous $2.67 Million
31.26%
% of portfolio
1.86%
Previous 1.68%
Shares
16 transactions
Others Institutions Holding LMBS
# of Institutions
456Shares Held
89.8MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY13.8MShares$690 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.6MShares$580 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
-
Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio