A detailed history of Financial Planning & Information Services, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 246,936 shares of LMBS stock, worth $12 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
246,936
Previous 272,956 9.53%
Holding current value
$12 Million
Previous $13.1 Million 6.97%
% of portfolio
1.68%
Previous 2.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$47.95 - $49.61 $1.25 Million - $1.29 Million
-26,020 Reduced 9.53%
246,936 $12.2 Million
Q2 2024

Aug 13, 2024

BUY
$47.58 - $48.41 $240,136 - $244,325
5,047 Added 1.88%
272,956 $13.1 Million
Q1 2024

May 14, 2024

SELL
$47.95 - $48.49 $293,549 - $296,855
-6,122 Reduced 2.23%
267,909 $12.9 Million
Q3 2023

Nov 14, 2023

BUY
$47.15 - $47.94 $1.25 Million - $1.27 Million
26,422 Added 10.67%
274,031 $12.9 Million
Q2 2023

Aug 11, 2023

BUY
$47.5 - $48.33 $2.71 Million - $2.75 Million
56,953 Added 29.87%
247,609 $11.8 Million
Q1 2023

May 02, 2023

BUY
$47.34 - $48.21 $4.47 Million - $4.55 Million
94,343 Added 97.95%
190,656 $9.13 Million
Q4 2022

Feb 13, 2023

BUY
$46.64 - $47.85 $4.05 Million - $4.16 Million
86,850 Added 917.79%
96,313 $4.57 Million
Q3 2022

Oct 25, 2022

BUY
$47.35 - $48.58 $448,073 - $459,712
9,463 New
9,463 $448,000

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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