Independent Advisor Alliance First Tr ETF Fd Iv First Tr Lo Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 2025
A detailed history of Independent Advisor Alliance transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Independent Advisor Alliance holds 90,215 shares of LMBS stock, worth $4.5 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
90,215
Previous 123,318
26.84%
Holding current value
$4.5 Million
Previous $6.06 Million
26.71%
% of portfolio
0.13%
Previous 0.21%
Shares
17 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
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Wells Fargo & Company San Francisco, CA5.18MShares$259 Million0.05% of portfolio
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Ubs Group Ag4.96MShares$248 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.6MShares$179 Million0.06% of portfolio