True Wealth Design, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
True Wealth Design, LLC
- $258 Billion
- Q4 2024
A detailed history of True Wealth Design, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, True Wealth Design, LLC holds 400 shares of LMBS stock, worth $19,536. This represents 0.01% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$19,536
Previous $19.8 Million
1.5%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding LMBS
# of Institutions
442Shares Held
78.2MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$590 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$453 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$237 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio