Creative Planning First Tr ETF Fd Iv First Tr Lo Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Creative Planning holds 9,855 shares of LMBS stock, worth $492,355. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,855
Previous 13,423 26.58%
Holding current value
$492,355
Previous $661,000 25.87%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$49.05 - $49.99 $175,010 - $178,364
-3,568 Reduced 26.58%
9,855 $490,000
Q2 2025

Aug 08, 2025
SELL
$48.5 - $49.35 $205,494 - $209,095
-4,237 Reduced 23.99%
13,423 $661,000
Q1 2025

May 15, 2025
BUY
$48.31 - $49.23 $343,484 - $350,025
7,110 Added 67.39%
17,660 $868,000
Q4 2024

Feb 14, 2025
SELL
$48.48 - $49.47 $81,591 - $83,258
-1,683 Reduced 13.76%
10,550 $513,000
Q3 2024

Oct 11, 2024
SELL
$47.95 - $49.61 $288,227 - $298,205
-6,011 Reduced 32.95%
12,233 $604,000
Q2 2024

Aug 15, 2024
SELL
$47.58 - $48.41 $317,977 - $323,524
-6,683 Reduced 26.81%
18,244 $876,000
Q1 2024

May 10, 2024
SELL
$47.95 - $48.49 $97,050 - $98,143
-2,024 Reduced 7.51%
24,927 $1.2 Million
Q4 2023

Feb 14, 2024
SELL
$46.58 - $48.36 $41,269 - $42,846
-886 Reduced 3.18%
26,951 $1.3 Million
Q3 2023

Nov 16, 2023
BUY
$47.15 - $47.94 $1.31 Million - $1.33 Million
27,837 New
27,837 $1.32 Million
Q2 2022

Aug 15, 2022
BUY
$47.98 - $48.96 $354,188 - $361,422
7,382 Added 4528.83%
7,545 $364,000
Q1 2022

May 16, 2022
BUY
$48.85 - $50.03 $7,962 - $8,154
163 New
163 $8,000

Others Institutions Holding LMBS

# of Institutions
455
Shares Held
89.9M
Call Options Held
5K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

LMBS Quotes by TradingView
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