Northeast Planning Associates, Inc. / Nh / First Tr ETF Fd Iv First Tr Lo Transaction History
Northeast Planning Associates, Inc. / Nh /
- $109 Billion
- Q2 2025
A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 52,797 shares of LMBS stock, worth $2.64 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
52,797
Previous 49,306
7.08%
Holding current value
$2.64 Million
Previous $2.42 Billion
7.3%
% of portfolio
2.4%
Previous 2.01%
Shares
2 transactions
Others Institutions Holding LMBS
# of Institutions
465Shares Held
85.5MCall Options Held
6.7KPut Options Held
0-
Morgan Stanley New York, NY13.4MShares$672 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$527 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.18MShares$259 Million0.05% of portfolio
-
Ubs Group Ag4.96MShares$248 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.6MShares$180 Million0.06% of portfolio