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Lehman Brothers First Trust IOF shares owned by CWM

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by CWM from 13F filings

Historical chart of CWM investment in Lehman Brothers First Trust IOF

Tip: Access up to 7 years of quarterly data

All positions including Lehman Brothers First Trust IOF held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lehman Brothers First Trust IOF by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $44k 5.5k 8.05
2023-12-31 $24k 3.1k 7.86
2023-09-30 $25k 3.3k 7.57
2023-06-30 $25k 3.4k 7.46
2023-03-31 $26k 3.1k 8.41
2022-12-31 $24k 2.8k 8.55
2022-09-30 $13k 1.6k 7.92
2022-06-30 $6.0k 669 8.97
2022-03-31 $8.0k 669 11.96
2021-12-31 $4.0k 305 13.11

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View all positions for CWM

Top funds holding Lehman Brothers First Trust IOF

Clough Capital Partners
Guggenheim Capital, LLC Managers
Shaker Financial Services
Uncommon Cents Investing
Quarry
Landscape Capital Management
Melfa Wealth Management
Advisor Group Holdings
HighTower Advisors
Harbour Investments
SFI Advisors
Wells Fargo & Company
Wolverine Asset Management
Commonwealth Equity Services
SeaCrest Wealth Management

View all funds holding Lehman Brothers First Trust IOF