Morey & Quinn Wealth Partners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Morey & Quinn Wealth Partners, LLC
- $136 Billion
- Q3 2025
A detailed history of Morey & Quinn Wealth Partners, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 17,826 shares of LMBS stock, worth $890,586. This represents 0.65% of its overall portfolio holdings.
Number of Shares
17,826
Previous 16,810
6.04%
Holding current value
$890,586
Previous $828 Million
7.18%
% of portfolio
0.65%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding LMBS
# of Institutions
455Shares Held
89.8MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY13.8MShares$690 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.6MShares$580 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
-
Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio