Laidlaw Wealth Management LLC Ishares Cmbs ETF Transaction History

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Cmbs ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 47,764 shares of CMBS stock, worth $2.3 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
47,764
Previous 34,606 38.02%
Holding current value
$2.3 Million
Previous $1.69 Million 33.14%
% of portfolio
0.84%
Previous 0.9%

Shares

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

Jan 31, 2025
BUY
$47.09 - $48.64 $619,610 - $640,005
13,158 Added 38.02%
47,764 $2.25 Million
Q3 2024

Nov 12, 2024
SELL
$46.61 - $48.93 $19,995 - $20,990
-429 Reduced 1.22%
34,606 $1.69 Million
Q2 2024

Aug 01, 2024
BUY
$45.81 - $47.08 $148,561 - $152,680
3,243 Added 10.2%
35,035 $1.64 Million
Q1 2024

May 15, 2024
BUY
$46.46 - $47.2 $240,244 - $244,071
5,171 Added 19.42%
31,792 $1.5 Million
Q4 2023

Feb 12, 2024
SELL
$44.2 - $46.91 $528,411 - $560,809
-11,955 Reduced 30.99%
26,621 $1.25 Million
Q3 2023

Nov 13, 2023
SELL
$44.88 - $46.03 $124,856 - $128,055
-2,782 Reduced 6.73%
38,576 $1.74 Million
Q2 2023

Aug 11, 2023
BUY
$45.86 - $47.07 $15,959 - $16,380
348 Added 0.85%
41,358 $1.9 Million
Q1 2023

May 12, 2023
BUY
$45.64 - $47.36 $297,983 - $309,213
6,529 Added 18.94%
41,010 $1.89 Million
Q4 2022

Feb 14, 2023
SELL
$44.69 - $46.69 $53,806 - $56,214
-1,204 Reduced 3.37%
34,481 $1.58 Million
Q3 2022

Nov 14, 2022
BUY
$45.75 - $49.07 $347,791 - $373,030
7,602 Added 27.07%
35,685 $1.64 Million
Q2 2022

Aug 12, 2022
BUY
$46.98 - $49.67 $1.32 Million - $1.39 Million
28,083 New
28,083 $1.35 Million

Others Institutions Holding CMBS

# of Institutions
107
Shares Held
5.97M
Call Options Held
0
Put Options Held
20.1K
View Full List

About ISHARES CMBS ETF

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