Laidlaw Wealth Management LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Laidlaw Wealth Management LLC
- $268 Million
- Q4 2024
A detailed history of Laidlaw Wealth Management LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 47,421 shares of LMBS stock, worth $2.32 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
47,421
Previous 34,835
36.13%
Holding current value
$2.32 Million
Previous $1.72 Million
34.05%
% of portfolio
0.86%
Previous 0.91%
Shares
16 transactions
Others Institutions Holding LMBS
# of Institutions
442Shares Held
78.9MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$590 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$453 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$237 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio