River Tree Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
River Tree Advisors, LLC
- $133 Million
- Q1 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 178,920 shares of LMBS stock, worth $8.74 Million. This represents 6.64% of its overall portfolio holdings.
Number of Shares
178,920
Previous 226,416
20.98%
Holding current value
$8.74 Million
Previous $11 Million
20.18%
% of portfolio
6.64%
Previous 7.73%
Shares
11 transactions
Others Institutions Holding LMBS
# of Institutions
452Shares Held
82.1MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$630 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$452 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.08MShares$248 Million0.06% of portfolio
-
Ubs Group Ag4.13MShares$202 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$167 Million0.07% of portfolio