True Wealth Design, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, True Wealth Design, LLC holds 400 shares of LMBS stock, worth $20,024. This represents 0.01% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$20,024
Previous $19.7 Million
1.08%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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
-
Wells Fargo & Company San Francisco, CA5.18MShares$259 Million0.05% of portfolio
-
Ubs Group Ag4.96MShares$248 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.6MShares$180 Million0.06% of portfolio