Old North State Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Old North State Wealth Management, LLC
- $214 Billion
- Q3 2025
A detailed history of Old North State Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 5,447 shares of LMBS stock, worth $272,676. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,447Holding current value
$272,676% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding LMBS
# of Institutions
461Shares Held
85.6MCall Options Held
6.7KPut Options Held
0-
Morgan Stanley New York, NY13.4MShares$673 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$528 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