U.S. Capital Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.44 Billion
- Q3 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 70,610 shares of LMBS stock, worth $3.53 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
70,610
Previous 58,923
19.83%
Holding current value
$3.53 Million
Previous $2.9 Million
21.12%
% of portfolio
0.1%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding LMBS
# of Institutions
465Shares 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
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Ubs Group Ag4.96MShares$248 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.6MShares$180 Million0.06% of portfolio