Robertson Stephens Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Robertson Stephens Wealth Management, LLC

$3.21 Billion
Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 14,372 shares of LMBS stock, worth $718,025. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,372

Previous 14,937 3.78%

Holding current value

$718,025

Previous $735,000 2.72%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$49.05 - $49.99 $27,713 - $28,244	-565 Reduced 3.78%	14,372 $715,000
Q2 2025 Jul 24, 2025	SELL	$48.5 - $49.35 $30,894 - $31,435	-637 Reduced 4.09%	14,937 $735,000
Q1 2025 Apr 17, 2025	SELL	$48.31 - $49.23 $3,091 - $3,150	-64 Reduced 0.41%	15,574 $765,000
Q4 2024 Jan 27, 2025	BUY	$48.48 - $49.47 $311,677 - $318,042	6,429 Added 69.81%	15,638 $761,000
Q3 2024 Nov 12, 2024	BUY	$47.95 - $49.61 $133,013 - $137,618	2,774 Added 43.11%	9,209 $455,000

Q2 2024 Aug 13, 2024	BUY	$47.58 - $48.41 $18,413 - $18,734	387 Added 6.4%	6,435 $309,000
Q4 2023 Feb 06, 2024	BUY	$46.58 - $48.36 $281,715 - $292,481	6,048 New	6,048 $292,000

Others Institutions Holding LMBS

# of Institutions

455

Shares Held

89.9M

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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Account

Robertson Stephens Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History