Long Run Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Long Run Wealth Advisors, LLC
- $437 Million
- Q1 2025
A detailed history of Long Run Wealth Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 240,039 shares of LMBS stock, worth $11.7 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
240,039
Previous 225,768
6.32%
Holding current value
$11.7 Million
Previous $11 Million
7.36%
% of portfolio
2.7%
Previous 2.68%
Shares
3 transactions
Others Institutions Holding LMBS
# of Institutions
444Shares Held
78.5MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$588 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$452 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$236 Million0.05% of portfolio
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Ubs Group Ag4.15MShares$202 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$149 Million0.06% of portfolio