Harvest Group Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 158,767 shares of LMBS stock, worth $7.79 Million. This represents 4.95% of its overall portfolio holdings.
Number of Shares
158,767
Previous 166,355
4.56%
Holding current value
$7.79 Million
Previous $7.89 Million
3.63%
% of portfolio
4.95%
Previous 5.43%
Shares
14 transactions
Others Institutions Holding LMBS
# of Institutions
448Shares Held
78.3MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$592 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$455 Million0.19% of portfolio
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Wells Fargo & Company San Francisco, CA4.85MShares$238 Million0.05% of portfolio
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Ubs Group Ag4.15MShares$204 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio