Kingswood Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,258 shares of LMBS stock, worth $212,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,258
Previous 4,435 3.99%
Holding current value
$212,729
Previous $218 Million 2.96%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$49.05 - $49.99 $8,681 - $8,848
-177 Reduced 3.99%
4,258 $212 Million
Q2 2025

Jul 23, 2025
BUY
$48.5 - $49.35 $215,097 - $218,867
4,435 New
4,435 $218 Million
Q4 2024

Jan 22, 2025
BUY
$48.48 - $49.47 $655,255 - $668,636
13,516 New
13,516 $658 Million

Others Institutions Holding LMBS

# of Institutions
453
Shares Held
90M
Call Options Held
5K
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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