River Tree Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
River Tree Advisors, LLC
- $119 Million
- Q2 2025
A detailed history of River Tree Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, River Tree Advisors, LLC holds 103,255 shares of LMBS stock, worth $5.08 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
103,255
Previous 178,920
42.29%
Holding current value
$5.08 Million
Previous $8.8 Million
42.17%
% of portfolio
4.26%
Previous 6.64%
Shares
12 transactions
Others Institutions Holding LMBS
# of Institutions
458Shares Held
81.7MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$634 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$455 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.08MShares$250 Million0.06% of portfolio
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Ubs Group Ag4.13MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$168 Million0.07% of portfolio