Plante Moran Financial Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 52 shares of LMBS stock, worth $2,539. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1,965 97.35%

Holding current value

$2,539

Previous $97,000 97.94%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$48.48 - $49.47 $92,742 - $94,636	-1,913 Reduced 97.35%	52 $2,000
Q3 2024 Oct 30, 2024	BUY	$47.95 - $49.61 $2,493 - $2,579	52 Added 2.72%	1,965 $97,000
Q3 2023 Nov 07, 2023	SELL	$47.15 - $47.94 $94,300 - $95,880	-2,000 Reduced 51.11%	1,913 $90,000
Q2 2023 Aug 07, 2023	BUY	$47.5 - $48.33 $95,000 - $96,660	2,000 Added 104.55%	3,913 $186,000
Q1 2020 May 07, 2020	SELL	$49.9 - $52.72 $53,542 - $56,568	-1,073 Reduced 35.93%	1,913 $98,000
Q4 2019 Feb 14, 2020	SELL	$51.73 - $52.15 $149,861 - $151,078	-2,897 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	$50.81 - $51.07 $63,512 - $63,837	1,250 Added 75.9%	2,897 $148,000
Q3 2017 Nov 08, 2017	BUY	$51.97 - $51.99 $85,594 - $85,627	1,647	1,647 $86,000

Others Institutions Holding LMBS

# of Institutions

442

Shares Held

78.2M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Account

Plante Moran Financial Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History