Mount Yale Investment Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 449,405 shares of LMBS stock, worth $22.5 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
449,405Holding current value
$22.5 Million% of portfolio
1.63%Shares
1 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
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Lpl Financial LLC Fort Mill, SC11.6MShares$580 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
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Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio