Financial Planning & Information Services, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

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 $12.1 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

246,936

Previous 272,956 9.53%

Holding current value

$12.1 Million

Previous $13.1 Million 6.97%

% of portfolio

1.68%

Previous 2.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

446

Shares Held

78.2M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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Financial Planning & Information Services, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History