Kowal Investment Group, LLC First Tr ETF Iv Long Duration Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$27.32 - $28.24 $300 - $310	-11 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$27.57 - $28.49 $303 - $313	11 New	11 $0

Others Institutions Holding LGOV

# of Institutions

112

Shares Held

19.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.91M
Shares

$40.3 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.08M
Shares

$22.7 Million
0.01% of portfolio
Atria Wealth Solutions, Inc. New York, NY

1.05M
Shares

$22.3 Million
0.25% of portfolio
Morgan Stanley New York, NY

1M
Shares

$21.2 Million
0.0% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

916K
Shares

$19.3 Million
1.03% of portfolio

About FIRST TR ETF IV LONG DURATION

Ticker LGOV
Sector ETFs
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