Householder Group Estate & Retirement Specialist, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 47,220 shares of LMBS stock, worth $2.31 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

47,220

Previous 34,861 35.45%

Holding current value

$2.31 Million

Previous $1.72 Million 33.45%

% of portfolio

1.72%

Previous 0.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$48.48 - $49.47 $599,164 - $611,399	12,359 Added 35.45%	47,220 $2.3 Million
Q3 2024 Oct 18, 2024	SELL	$47.95 - $49.61 $93,454 - $96,689	-1,949 Reduced 5.29%	34,861 $1.72 Million
Q2 2024 Jul 17, 2024	SELL	$47.58 - $48.41 $4,995 - $5,083	-105 Reduced 0.28%	36,810 $1.77 Million
Q1 2024 May 03, 2024	BUY	$47.95 - $48.49 $57,492 - $58,139	1,199 Added 3.36%	36,915 $1.78 Million
Q4 2023 Jan 23, 2024	SELL	$46.58 - $48.36 $36,332 - $37,720	-780 Reduced 2.14%	35,716 $1.73 Million
Q3 2023 Oct 10, 2023	BUY	$47.15 - $47.94 $190,203 - $193,389	4,034 Added 12.43%	36,496 $1.72 Million
Q1 2023 Apr 13, 2023	BUY	$47.34 - $48.21 $1.54 Million - $1.56 Million	32,462 New	32,462 $1.55 Million
Q3 2022 Oct 11, 2022	BUY	$47.35 - $48.58 $612,566 - $628,479	12,937 Added 33.5%	51,558 $2.44 Million
Q2 2022 Jul 18, 2022	SELL	$47.98 - $48.96 $268,975 - $274,469	-5,606 Reduced 12.68%	38,621 $1.87 Million
Q1 2022 Apr 18, 2022	BUY	$48.85 - $50.03 $52,318 - $53,582	1,071 Added 2.48%	44,227 $2.17 Million
Q4 2021 Apr 12, 2022	BUY	$49.97 - $50.67 $2.16 Million - $2.19 Million	43,156 New	43,156 $2.16 Million

Others Institutions Holding LMBS

# of Institutions

442

Shares Held

78.2M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account

Householder Group Estate & Retirement Specialist, LLC First Tr ETF Fd Iv First Tr Lo Transaction History