Genesis Private Wealth, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Genesis Private Wealth, LLC
- $322 Billion
- Q4 2025
A detailed history of Genesis Private Wealth, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 131,567 shares of LMBS stock, worth $6.57 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
131,567
Previous 121,927
7.91%
Holding current value
$6.57 Million
Previous $6.07 Billion
8.34%
% of portfolio
2.04%
Previous 2.55%
Shares
3 transactions
Others Institutions Holding LMBS
# of Institutions
453Shares Held
89.9MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY13.8MShares$690 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.6MShares$580 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
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Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio