Atlas Private Wealth Management First Tr ETF Fd Iv First Tr Lo Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Atlas Private Wealth Management holds 159,628 shares of LMBS stock, worth $7.82 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
159,628
Previous 158,014
1.02%
Holding current value
$7.82 Million
Previous $7.64 Million
0.88%
% of portfolio
3.39%
Previous 3.77%
Shares
18 transactions
Others Institutions Holding LMBS
# of Institutions
443Shares Held
78.2MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$591 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$454 Million0.19% of portfolio
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Wells Fargo & Company San Francisco, CA4.85MShares$238 Million0.05% of portfolio
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Ubs Group Ag4.15MShares$204 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio