A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 11,714 shares of LMBS stock, worth $568,948. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,714
Previous 11,993 2.33%
Holding current value
$568,948
Previous $576,000 0.35%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 24, 2024

SELL
$47.95 - $49.61 $13,378 - $13,841
-279 Reduced 2.33%
11,714 $578,000
Q2 2024

Jul 26, 2024

BUY
$47.58 - $48.41 $4,853 - $4,937
102 Added 0.86%
11,993 $576,000
Q1 2024

Apr 30, 2024

BUY
$47.95 - $48.49 $259,793 - $262,718
5,418 Added 83.7%
11,891 $573,000
Q4 2023

Jan 19, 2024

BUY
$46.58 - $48.36 $301,512 - $313,034
6,473 New
6,473 $312,000
Q1 2023

Apr 20, 2023

SELL
$47.34 - $48.21 $32,096 - $32,686
-678 Reduced 9.09%
6,784 $324,000
Q4 2022

Jan 17, 2023

SELL
$46.64 - $47.85 $166,318 - $170,633
-3,566 Reduced 32.34%
7,462 $0
Q3 2022

Oct 31, 2022

BUY
$47.35 - $48.58 $21,118 - $21,666
446 Added 4.21%
11,028 $522,000
Q2 2022

Jul 29, 2022

SELL
$47.98 - $48.96 $2,015 - $2,056
-42 Reduced 0.4%
10,582 $511,000
Q1 2022

May 11, 2022

BUY
$48.85 - $50.03 $22,129 - $22,663
453 Added 4.45%
10,624 $520,000
Q4 2021

Jan 10, 2022

SELL
$49.97 - $50.67 $9,344 - $9,475
-187 Reduced 1.81%
10,171 $508,000
Q3 2021

Nov 24, 2021

BUY
$50.52 - $50.94 $6,213 - $6,265
123 Added 1.2%
10,358 $524,000
Q2 2021

Jul 30, 2021

BUY
$50.83 - $51.19 $38,834 - $39,109
764 Added 8.07%
10,235 $521,000
Q1 2021

Apr 29, 2021

SELL
$51.0 - $51.58 $5,304 - $5,364
-104 Reduced 1.09%
9,471 $484,000
Q4 2020

Jan 15, 2021

SELL
$51.39 - $51.73 $591,858 - $595,774
-11,517 Reduced 54.6%
9,575 $493,000
Q3 2020

Oct 21, 2020

SELL
$51.62 - $51.89 $24,054 - $24,180
-466 Reduced 2.16%
21,092 $1.09 Million
Q2 2020

Jul 10, 2020

BUY
$51.33 - $51.83 $301,050 - $303,982
5,865 Added 37.37%
21,558 $1.11 Million
Q1 2020

Apr 15, 2020

BUY
$49.9 - $52.72 $24,950 - $26,360
500 Added 3.29%
15,693 $800,000
Q4 2019

Jan 22, 2020

BUY
$51.73 - $52.15 $103,460 - $104,300
2,000 Added 15.16%
15,193 $787,000
Q3 2019

Oct 25, 2019

BUY
$51.68 - $52.09 $209,717 - $211,381
4,058 Added 44.42%
13,193 $686,000
Q2 2019

Aug 07, 2019

BUY
$51.22 - $51.68 $467,894 - $472,096
9,135 New
9,135 $473,000
Q2 2018

Aug 14, 2018

SELL
$51.03 - $51.43 $87,516 - $88,202
-1,715 Closed
0 $0
Q1 2018

May 14, 2018

SELL
$51.29 - $51.74 $14,463 - $14,590
-282 Reduced 14.12%
1,715 $88,000
Q4 2017

Feb 14, 2018

SELL
$51.63 - $52.04 $9,964 - $10,043
-193 Reduced 8.81%
1,997 $103,000
Q3 2017

Oct 26, 2017

SELL
$51.97 - $51.99 $14,395 - $14,401
-277 Reduced 11.23%
2,190 $114,000
Q2 2017

Aug 08, 2017

BUY
N/A
2,467
2,467 $129,000

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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