Lm Advisors LLC WELLS FARGO CO NEW PERP PFD CNV A Transaction History

Lm Advisors LLC

  • $572 Million
  • Q4 2024
Number of Shares
3,442
Previous 3,422 0.58%
Holding current value
$4.11 Million
Previous $4.39 Million 6.31%
% of portfolio
0.72%
Previous 0.89%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
N/A
20 Added 0.58%
3,442 $4.11 Million
Q3 2024

Nov 07, 2024
SELL
N/A
-122 Reduced 3.44%
3,422 $4.39 Million
Q2 2024

Aug 14, 2024
BUY
N/A
3,544 New
3,544 $4.21 Million
Q4 2023

Feb 14, 2024
BUY
N/A
2,973 New
2,973 $3.56 Billion
Track This Portfolio

Track Lm Advisors LLC Portfolio

Follow Lm Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lm Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email