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Lehman Brothers First Trust IOF shares owned by Kestra Advisory Services

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

Historical chart of Kestra Advisory Services 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 Kestra Advisory Services 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $90k 12k 7.72
2023-09-30 $87k 12k 7.53
2021-09-30 $539k 43k 12.68
2021-06-30 $561k 42k 13.27
2021-03-31 $542k 42k 12.90
2020-12-31 $641k 55k 11.61
2020-09-30 $498k 45k 11.08

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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