Hbw Advisory Services LLC First Tr ETF Iv Long Duration Transaction History

Hbw Advisory Services LLC

$789 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 02, 2025	BUY	$20.73 - $21.92 $165 - $175	8 Added 0.08%	10,374 $222,000
Q1 2025 Apr 09, 2025	BUY	$20.41 - $21.7 $211,570 - $224,942	10,366 New	10,366 $222,000

Others Institutions Holding LGOV

# of Institutions

132

Shares Held

27M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.49M
Shares

$76.3 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.79M
Shares

$39.1 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.68M
Shares

$36.7 Million
0.01% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

1.45M
Shares

$31.8 Million
24.74% of portfolio
Morgan Stanley New York, NY

1.17M
Shares

$25.6 Million
0.0% of portfolio

About FIRST TR ETF IV LONG DURATION

Ticker LGOV
Sector ETFs
Industry ETFs

More about LGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.