Holistic Financial Partners First Tr ETF Fd Iv First Tr Lo Transaction History
Holistic Financial Partners
- $188 Million
- Q2 2024
A detailed history of Holistic Financial Partners transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Holistic Financial Partners holds 14,502 shares of LMBS stock, worth $716,253. This represents 0.37% of its overall portfolio holdings.
Number of Shares
14,502
Previous 15,904
8.82%
Holding current value
$716,253
Previous $767,000
9.26%
% of portfolio
0.37%
Previous 0.41%
Shares
10 transactions
Others Institutions Holding LMBS
# of Institutions
417Shares Held
66.4MCall Options Held
200Put Options Held
2.6K-
Morgan Stanley New York, NY11.9MShares$590 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.63MShares$377 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.66MShares$230 Million0.06% of portfolio
-
Ubs Group Ag3.63MShares$179 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.49MShares$123 Million0.03% of portfolio