A detailed history of Perennial Investment Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 23,298 shares of LMBS stock, worth $1.13 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
23,298
Previous 25,001 6.81%
Holding current value
$1.13 Million
Previous $1.2 Million 4.16%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Nov 14, 2024

SELL
$47.95 - $49.61 $81,658 - $84,485
-1,703 Reduced 6.81%
23,298 $1.15 Million
Q2 2024

Aug 09, 2024

SELL
$47.58 - $48.41 $22,505 - $22,897
-473 Reduced 1.86%
25,001 $1.2 Million
Q1 2024

May 14, 2024

SELL
$47.95 - $48.49 $55,861 - $56,490
-1,165 Reduced 4.37%
25,474 $1.23 Million
Q4 2023

Feb 14, 2024

SELL
$46.58 - $48.36 $24,547 - $25,485
-527 Reduced 1.94%
26,639 $1.29 Million
Q3 2023

Nov 14, 2023

SELL
$47.15 - $47.94 $215,192 - $218,798
-4,564 Reduced 14.38%
27,166 $1.28 Million
Q2 2023

Aug 14, 2023

SELL
$47.5 - $48.33 $327,322 - $333,042
-6,891 Reduced 17.84%
31,730 $1.51 Million
Q1 2023

May 11, 2023

BUY
$47.34 - $48.21 $1.83 Million - $1.86 Million
38,621 New
38,621 $1.85 Million
Q1 2021

Apr 29, 2021

SELL
$51.0 - $51.58 $260,916 - $263,883
-5,116 Closed
0 $0
Q4 2020

Jan 22, 2021

SELL
$51.39 - $51.73 $45,428 - $45,729
-884 Reduced 14.73%
5,116 $263,000
Q3 2020

Oct 26, 2020

BUY
$51.62 - $51.89 $309,720 - $311,340
6,000 New
6,000 $310,000

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, 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 Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.