Lm Advisors LLC WELLS FARGO CO NEW PERP PFD CNV A Transaction History

Lm Advisors LLC

  • $777 Million
  • Q2 2025
Number of Shares
3,442
Previous 3,467 0.72%
Holding current value
$4.04 Million
Previous $4.16 Million 2.93%
% of portfolio
0.52%
Previous 0.75%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-25 Reduced 0.72%
3,442 $4.04 Million
Q1 2025

May 13, 2025
BUY
N/A
25 Added 0.73%
3,467 $4.16 Million
Q4 2024

Feb 12, 2025
BUY
N/A
20 Added 0.58%
3,442 $4.11 Million
Q3 2024

Nov 07, 2024
SELL
N/A
-122 Reduced 3.44%
3,422 $4.39 Million
Q2 2024

Aug 14, 2024
BUY
N/A
3,544 New
3,544 $4.21 Million
Q4 2023

Feb 14, 2024
BUY
N/A
2,973 New
2,973 $3.56 Billion
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