Walkner Condon Financial Advisors LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Walkner Condon Financial Advisors LLC
- $482 Million
- Q1 2025
A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 279,039 shares of LMBS stock, worth $13.7 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
279,039
Previous 119,166
134.16%
Holding current value
$13.7 Million
Previous $5.8 Million
136.54%
% of portfolio
2.85%
Previous 1.21%
Shares
22 transactions
Others Institutions Holding LMBS
# of Institutions
442Shares Held
79MCall 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
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Wells Fargo & Company San Francisco, CA4.85MShares$237 Million0.05% of portfolio
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Ubs Group Ag4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio