Gentry Private Wealth, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Gentry Private Wealth, LLC
- $24 Billion
- Q4 2024
A detailed history of Gentry Private Wealth, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 22,081 shares of LMBS stock, worth $1.08 Million. This represents 4.47% of its overall portfolio holdings.
Number of Shares
22,081
Previous 22,444
1.62%
Holding current value
$1.08 Million
Previous $1.11 Billion
3.09%
% of portfolio
4.47%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding LMBS
# of Institutions
448Shares Held
78.3MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$592 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$455 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
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$151 Million0.06% of portfolio