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Lehman Brothers First Trust IOF shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management 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 Total Wealth Planning & Management 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 Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $317k 42k 7.58
2025-03-31 $313k 41k 7.64

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Top funds holding Lehman Brothers First Trust IOF

LPL Financial
Morgan Stanley
Guggenheim Capital, LLC Managers
Invesco
Wells Fargo & Company
J.w. Cole Advisors
Uncommon Cents Investing
Ameriprise Financial
Harbour Investments
Bramshill Investments
Melfa Wealth Management
Apollon Wealth Management
Equitable Holdings
Jane Street
Goss Wealth Management

View all funds holding Lehman Brothers First Trust IOF