Gradient Investments LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Gradient Investments LLC

$3.78 Billion
Q4 2024

A detailed history of Gradient Investments LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Gradient Investments LLC holds 5,334 shares of LMBS stock, worth $261,419. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,334

Previous 726,399 99.27%

Holding current value

$261,419

Previous $35.9 Million 99.28%

% of portfolio

0.01%

Previous 0.95%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$48.48 - $49.47 $35 Million - $35.7 Million	-721,065 Reduced 99.27%	5,334 $259,000
Q3 2024 Oct 15, 2024	BUY	$47.95 - $49.61 $34.5 Million - $35.7 Million	720,034 Added 11312.4%	726,399 $35.9 Million
Q2 2024 Jul 18, 2024	BUY	$47.58 - $48.41 $302,846 - $308,129	6,365 New	6,365 $305,000
Q3 2023 Oct 27, 2023	SELL	$47.15 - $47.94 $33,099 - $33,653	-702 Reduced 70.77%	290 $13,000
Q2 2023 Jul 11, 2023	BUY	$47.5 - $48.33 $33,345 - $33,927	702 Added 242.07%	992 $47,000
Q4 2022 Jan 10, 2023	SELL	$46.64 - $47.85 $7,648 - $7,847	-164 Reduced 36.12%	290 $0
Q3 2022 Oct 14, 2022	BUY	$47.35 - $48.58 $7,765 - $7,967	164 Added 56.55%	454 $21,000
Q2 2022 Jul 11, 2022	SELL	$47.98 - $48.96 $863 - $881	-18 Reduced 5.84%	290 $14,000
Q1 2022 May 26, 2022	BUY	$48.85 - $50.03 $15,045 - $15,409	308 New	308 $15,000
Q2 2021 Jul 12, 2021	SELL	$50.83 - $51.19 $3,659 - $3,685	-72 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$51.0 - $51.58 $3,672 - $3,713	72 New	72 $4,000

Others Institutions Holding LMBS

# of Institutions

445

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
Sector ETFs
Industry ETFs

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Gradient Investments LLC First Tr ETF Fd Iv First Tr Lo Transaction History