Secure Asset Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Secure Asset Management, LLC
- $585 Million
- Q3 2025
A detailed history of Secure Asset Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Secure Asset Management, LLC holds 240,724 shares of LMBS stock, worth $12.1 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
240,724
Previous 194,782
23.59%
Holding current value
$12.1 Million
Previous $9.59 Million
24.92%
% of portfolio
2.05%
Previous 1.85%
Shares
9 transactions
Others Institutions Holding LMBS
# of Institutions
464Shares Held
85.8MCall 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
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Wells Fargo & Company San Francisco, CA5.18MShares$259 Million0.05% of portfolio
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Ubs Group Ag4.96MShares$248 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.6MShares$180 Million0.06% of portfolio