Betterment LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Betterment LLC holds 5,085 shares of LMBS stock, worth $248,351. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,085

Holding current value

$248,351

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$48.48 - $49.47 $246,520 - $251,554	5,085 New	5,085 $247,000

Others Institutions Holding LMBS

# of Institutions

442

Shares Held

78.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

12.1M
Shares

$590 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

9.27M
Shares

$453 Million
0.19% of portfolio
Wells Fargo & Company San Francisco, CA

4.85M
Shares

$237 Million
0.05% of portfolio
Ubs Group Ag

4.15M
Shares

$203 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.07M
Shares

$150 Million
0.06% of portfolio

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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