Kestra Private Wealth Services, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 299,995 shares of LMBS stock, worth $14.7 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
299,995
Previous 272,197 10.21%
Holding current value
$14.7 Million
Previous $13.4 Million 8.56%
% of portfolio
0.26%
Previous 0.25%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$48.48 - $49.47 $1.35 Million - $1.38 Million
27,798 Added 10.21%
299,995 $14.6 Million
Q3 2024

Nov 13, 2024
BUY
$47.95 - $49.61 $2.54 Million - $2.63 Million
53,061 Added 24.21%
272,197 $13.4 Million
Q2 2024

Aug 12, 2024
SELL
$47.58 - $48.41 $248,748 - $253,087
-5,228 Reduced 2.33%
219,136 $10.5 Million
Q1 2024

May 02, 2024
SELL
$47.95 - $48.49 $1.4 Million - $1.42 Million
-29,207 Reduced 11.52%
224,364 $10.8 Million
Q4 2023

Feb 05, 2024
BUY
$46.58 - $48.36 $20,402 - $21,181
438 Added 0.17%
253,571 $12.3 Million
Q3 2023

Nov 07, 2023
BUY
$47.15 - $47.94 $674,245 - $685,542
14,300 Added 5.99%
253,133 $12 Million
Q2 2023

Aug 08, 2023
SELL
$47.5 - $48.33 $667,375 - $679,036
-14,050 Reduced 5.56%
238,833 $11.4 Million
Q1 2023

May 12, 2023
BUY
$47.34 - $48.21 $2.98 Million - $3.03 Million
62,914 Added 33.12%
252,883 $12.1 Million
Q4 2022

Jan 31, 2023
BUY
$46.64 - $47.85 $3.21 Million - $3.29 Million
68,783 Added 56.76%
189,969 $9.01 Million
Q3 2022

Nov 14, 2022
BUY
$47.35 - $48.58 $3.81 Million - $3.9 Million
80,372 Added 196.92%
121,186 $5.74 Million
Q2 2022

Aug 12, 2022
SELL
$47.98 - $48.96 $662,603 - $676,137
-13,810 Reduced 25.28%
40,814 $1.97 Million
Q1 2022

May 26, 2022
SELL
$48.85 - $50.03 $1.23 Million - $1.26 Million
-25,112 Reduced 31.49%
54,624 $2.67 Million
Q4 2021

Jan 21, 2022
BUY
$49.97 - $50.67 $2.67 Million - $2.71 Million
53,431 Added 203.12%
79,736 $3.99 Million
Q3 2021

Oct 21, 2021
BUY
$50.52 - $50.94 $437,149 - $440,783
8,653 Added 49.02%
26,305 $1.33 Million
Q2 2021

Jul 30, 2021
SELL
$50.83 - $51.19 $207,437 - $208,906
-4,081 Reduced 18.78%
17,652 $898,000
Q1 2021

May 11, 2021
SELL
$51.0 - $51.58 $220,014 - $222,516
-4,314 Reduced 16.56%
21,733 $1.11 Million
Q4 2020

Jan 21, 2021
SELL
$51.39 - $51.73 $3.3 Million - $3.32 Million
-64,153 Reduced 71.12%
26,047 $1.34 Billion
Q3 2020

Nov 09, 2020
BUY
$51.62 - $51.89 $4.66 Million - $4.68 Million
90,200 New
90,200 $4.66 Million

Others Institutions Holding LMBS

# of Institutions
446
Shares Held
78.2M
Call Options Held
4K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

LMBS Quotes by TradingView
  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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