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

114

Shares Held

21.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.84M
Shares

$59 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.13M
Shares

$23.5 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.13M
Shares

$23.4 Million
0.01% of portfolio
Atria Wealth Solutions, Inc. New York, NY

1.07M
Shares

$22.2 Million
0.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

978K
Shares

$20.3 Million
0.05% of portfolio

About FIRST TR ETF IV LONG DURATION

Ticker LGOV
Sector ETFs
Industry ETFs

More about LGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.