L.M. Kohn & Company First Tr ETF Iv Long Duration Transaction History

L.M. Kohn & Company

$390 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$23.08 - $25.77 $497,373 - $555,343	-21,550 Closed	0 $0
Q1 2022 May 25, 2022	BUY	$25.42 - $27.41 $547,801 - $590,685	21,550 New	21,550 $557,000

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

$60.7 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.13M
Shares

$24.2 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.13M
Shares

$24.1 Million
0.01% of portfolio
Atria Wealth Solutions, Inc. New York, NY

1.07M
Shares

$22.9 Million
0.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

978K
Shares

$20.9 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 L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.