True Wealth Design, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
True Wealth Design, LLC
- $258 Billion
- Q4 2024
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 $19,640. This represents 0.01% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$19,640
Previous $19.8 Million
1.5%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding LMBS
# of Institutions
448Shares Held
78.3MCall 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