Northeast Planning Associates, Inc. / Nh / First Tr ETF Fd Iv First Tr Lo Transaction History
Northeast Planning Associates, Inc. / Nh /
- $118 Billion
- Q3 2025
A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 59,306 shares of LMBS stock, worth $2.96 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
59,306
Previous 52,797
12.33%
Holding current value
$2.96 Million
Previous $2.6 Billion
13.54%
% of portfolio
2.5%
Previous 2.4%
Shares
3 transactions
Others Institutions Holding LMBS
# of Institutions
454Shares Held
89.8MCall 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
-
Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
-
Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio