Kowal Investment Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Kowal Investment Group, LLC holds 5,112 shares of LMBS stock, worth $255,395. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,112
Previous 5,261 2.83%
Holding current value
$255,395
Previous $252,000 -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$47.95 - $49.61 $7,144 - $7,391
-149 Reduced 2.83%
5,112 $252,000
Q2 2024

Aug 13, 2024
BUY
$47.58 - $48.41 $2,712 - $2,759
57 Added 1.1%
5,261 $252,000
Q1 2024

Apr 18, 2024
BUY
$47.95 - $48.49 $2,781 - $2,812
58 Added 1.13%
5,204 $251,000
Q4 2023

Jan 22, 2024
SELL
$46.58 - $48.36 $55,337 - $57,451
-1,188 Reduced 18.76%
5,146 $248,000
Q3 2023

Oct 25, 2023
SELL
$47.15 - $47.94 $6,836 - $6,951
-145 Reduced 2.24%
6,334 $299,000
Q2 2023

Jul 18, 2023
SELL
$47.5 - $48.33 $7,315 - $7,442
-154 Reduced 2.32%
6,479 $308,000
Q1 2023

Apr 21, 2023
BUY
$47.34 - $48.21 $2,603 - $2,651
55 Added 0.84%
6,633 $317,000
Q4 2022

Jan 25, 2023
SELL
$46.64 - $47.85 $64,130 - $65,793
-1,375 Reduced 17.29%
6,578 $0
Q3 2022

Nov 09, 2022
BUY
$47.35 - $48.58 $47,870 - $49,114
1,011 Added 14.56%
7,953 $377,000
Q2 2022

Aug 15, 2022
BUY
$47.98 - $48.96 $42,894 - $43,770
894 Added 14.78%
6,942 $335,000
Q1 2022

Apr 15, 2022
SELL
$48.85 - $50.03 $13,384 - $13,708
-274 Reduced 4.33%
6,048 $296,000
Q4 2021

Feb 11, 2022
SELL
$49.97 - $50.67 $7,295 - $7,397
-146 Reduced 2.26%
6,322 $316,000
Q3 2021

Nov 12, 2021
BUY
$50.52 - $50.94 $1,566 - $1,579
31 Added 0.48%
6,468 $327,000
Q2 2021

Aug 12, 2021
BUY
$50.83 - $51.19 $1,728 - $1,740
34 Added 0.53%
6,437 $328,000
Q1 2021

May 12, 2021
BUY
$51.0 - $51.58 $1,734 - $1,753
34 Added 0.53%
6,403 $327,000
Q4 2020

Feb 19, 2021
BUY
$51.39 - $51.73 $327,302 - $329,468
6,369 New
6,369 $328,000

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
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email