Stonehaven Wealth & Tax Solutions, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 40,294 shares of LMBS stock, worth $1.97 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
40,294Holding current value
$1.97 Million% of portfolio
2.13%Shares
1 transactions
Others Institutions Holding LMBS
# of Institutions
434Shares Held
78.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.1MShares$589 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC9.27MShares$452 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
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Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio