Lake Street Financial LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Lake Street Financial LLC

  • $731 Million
  • Q3 2025

A detailed history of Lake Street Financial LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Lake Street Financial LLC holds 5,526 shares of LMBS stock, worth $276,078. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,526
Previous 4,487 23.16%
Holding current value
$276,078
Previous $221,000 24.43%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 10, 2025
BUY
$49.05 - $49.99 $50,962 - $51,939
1,039 Added 23.16%
5,526 $275,000
Q2 2025

Aug 11, 2025
BUY
$48.5 - $49.35 $217,619 - $221,433
4,487 New
4,487 $221,000

Others Institutions Holding LMBS

# of Institutions
454
Shares Held
89.8M
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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