Who owns Lehman Brothers First Trust IOF?

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Analyze quarterly positions in Lehman Brothers First Trust IOF with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Lehman Brothers First Trust IOF stock

Who bought or sold Lehman Brothers First Trust IOF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Guggenheim Capital, LLC Managers 691k $6.0M 37% Sep 2024
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LPL Financial 564k $4.9M 0% Sep 2024
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GraniteShares Advisors 233k $2.0M 100% Sep 2024
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Wells Fargo & Company 201k $1.7M 22% Sep 2024
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Invesco 181k $1.6M 6% Sep 2024
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Uncommon Cents Investing 180k $1.3M -1% Dec 2024
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J.w. Cole Advisors 89k $770k 211% Sep 2024
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Melfa Wealth Management 82k $613k -11% Dec 2024
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Harbour Investments 60k $522k -6% Sep 2024
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SeaCrest Wealth Management 44k $332k 5% Dec 2024
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Commonwealth Equity Services 36k $312k -6% Sep 2024
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Raymond James Financial Services Advisors 28k $243k 3% Sep 2024
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Capital Investment Advisors 26k $192k -6% Dec 2024
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Raymond James & Associates 16k $139k 33% Sep 2024
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Morris Retirement Advisors 15k $110k 16% Dec 2024
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Kestra Advisory Services 12k $101k 0% Sep 2024
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Royal Bank of Canada 11k $99k 16% Sep 2024
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Bailard 11k $94k 0% Sep 2024
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Advisor Group Holdings 6.5k $57k 100% Sep 2024
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CWM 5.5k $47k 0% Sep 2024
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Brian McDonald 5.4k $47k 4% Sep 2024
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Northwestern Mutual Wealth Management Company 737.00 $6.4k -25% Sep 2024
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Bank of America Corporation 635.00 $5.5k 0% Sep 2024
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GPS Wealth Strategies Group 425.00 $3.7k 0% Sep 2024
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Who sold out of Lehman Brothers First Trust IOF?

Fund or Company Name Date Sold Shares Held Valued At
SFI Advisors Jun 2024 18k $138k
National Asset Management Jun 2024 15k $116k
Atria Wealth Solutions Jun 2024 14k $112k
CoreCap Advisors Jun 2024 13k $99k
Citadel Advisors Jun 2024 11k $89k