Morris Retirement Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Morris Retirement Advisors, LLC
- $184 Million
- Q4 2024
A detailed history of Morris Retirement Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 201,170 shares of LMBS stock, worth $9.89 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
201,170
Previous 195,011
3.16%
Holding current value
$9.89 Million
Previous $9.64 Million
1.61%
% of portfolio
5.32%
Previous 5.36%
Shares
17 transactions
Others Institutions Holding LMBS
# of Institutions
445Shares Held
78.3MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$593 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$456 Million0.19% of portfolio
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Wells Fargo & Company San Francisco, CA4.85MShares$239 Million0.05% of portfolio
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Ubs Group Ag4.15MShares$204 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$151 Million0.06% of portfolio