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

$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
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