Tcfg Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q1 2025
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 24,437 shares of LMBS stock, worth $1.2 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
24,437
Previous 26,214
6.78%
Holding current value
$1.2 Million
Previous $1.28 Billion
5.84%
% of portfolio
0.6%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding LMBS
# of Institutions
442Shares Held
79.1MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$593 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$455 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$238 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$204 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$151 Million0.06% of portfolio