Endowment Wealth Management, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History
Endowment Wealth Management, Inc.
- $159 Million
- Q2 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 54,223 shares of LMBS stock, worth $2.71 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
54,223
Previous 48,296
12.27%
Holding current value
$2.71 Million
Previous $2.37 Million
12.51%
% of portfolio
1.68%
Previous 1.69%
Shares
15 transactions
Others Institutions Holding LMBS
# of Institutions
467Shares Held
85.4MCall Options Held
6.7KPut Options Held
0-
Morgan Stanley New York, NY13.4MShares$671 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$526 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.18MShares$259 Million0.05% of portfolio
-
Ubs Group Ag4.96MShares$248 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.6MShares$179 Million0.06% of portfolio