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 $2.33 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
47,421
Previous 34,835
36.13%
Holding current value
$2.33 Million
Previous $1.72 Million
34.05%
% of portfolio
0.86%
Previous 0.91%
Shares
16 transactions
Others Institutions Holding LMBS
# of Institutions
446Shares Held
78.2MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$593 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$455 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$238 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$204 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$151 Million0.06% of portfolio