Vision Point Advisory Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 28,303 shares of LMBS stock, worth $1.42 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
28,303
Previous 24,758
14.32%
Holding current value
$1.42 Million
Previous $1.22 Million
15.59%
% of portfolio
0.3%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding LMBS
# of Institutions
462Shares 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
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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