Moneywise, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History
Moneywise, Inc.
- $176 Million
- Q1 2025
A detailed history of Moneywise, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Moneywise, Inc. holds 5,036 shares of LMBS stock, worth $245,958. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,036
Previous 5,015
0.42%
Holding current value
$245,958
Previous $244,000
1.23%
% of portfolio
0.14%
Previous 0.13%
Shares
28 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