Wealthpoint, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Wealthpoint, LLC holds 191,888 shares of LMBS stock, worth $9.39 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
191,888
Previous 198,039
3.11%
Holding current value
$9.39 Million
Previous $9.44 Million
3.98%
% of portfolio
3.66%
Previous 3.47%
Shares
20 transactions
Others Institutions Holding LMBS
# of Institutions
441Shares Held
78.9MCall 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
-
Ubs Group Ag4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio