Towerpoint Wealth, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Towerpoint Wealth, LLC
- $198 Million
- Q1 2025
A detailed history of Towerpoint Wealth, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 17,230 shares of LMBS stock, worth $842,891. This represents 0.43% of its overall portfolio holdings.
Number of Shares
17,230
Previous 16,682
3.28%
Holding current value
$842,891
Previous $811,000
4.32%
% of portfolio
0.43%
Previous 0.4%
Shares
24 transactions
Others Institutions Holding LMBS
# of Institutions
441Shares Held
78.9MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$590 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$453 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$237 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio