Savvy Advisors, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Savvy Advisors, Inc.

$2.09 Billion
Q3 2025

A detailed history of Savvy Advisors, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Savvy Advisors, Inc. holds 6,818 shares of LMBS stock, worth $340,695. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,818

Holding current value

$340,695

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$49.05 - $49.99 $334,422 - $340,831	6,818 New	6,818 $339,000

Others Institutions Holding LMBS

# of Institutions

467

Shares Held

86.4M

Call Options Held

6.7K

Put Options Held

Morgan Stanley New York, NY

13.4M
Shares

$672 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

10.5M
Shares

$527 Million
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

5.18M
Shares

$259 Million
0.05% of portfolio
Ubs Group Ag

4.96M
Shares

$248 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.6M
Shares

$180 Million
0.06% of portfolio

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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Savvy Advisors, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History