Stockman Wealth Management, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Stockman Wealth Management, Inc.

$620 Million
Q4 2024

A detailed history of Stockman Wealth Management, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 15,155 shares of LMBS stock, worth $738,957. This represents 0.12% of its overall portfolio holdings.

Number of Shares

15,155

Previous 16,906 10.36%

Holding current value

$738,957

Previous $835,000 11.74%

% of portfolio

0.12%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$48.48 - $49.47 $84,888 - $86,621	-1,751 Reduced 10.36%	15,155 $737,000
Q1 2024 Apr 17, 2024	SELL	$47.95 - $48.49 $296,235 - $299,571	-6,178 Reduced 26.76%	16,906 $815,000
Q4 2023 Feb 01, 2024	SELL	$46.58 - $48.36 $752,732 - $781,497	-16,160 Reduced 41.18%	23,084 $1.12 Million
Q3 2023 Oct 31, 2023	SELL	$47.15 - $47.94 $184,497 - $187,589	-3,913 Reduced 9.07%	39,244 $1.85 Million
Q2 2023 Aug 02, 2023	SELL	$47.5 - $48.33 $478,420 - $486,779	-10,072 Reduced 18.92%	43,157 $2.06 Million
Q1 2023 May 04, 2023	SELL	$47.34 - $48.21 $2.65 Million - $2.7 Million	-55,959 Reduced 51.25%	53,229 $2.55 Million
Q4 2022 Feb 07, 2023	SELL	$46.64 - $47.85 $5.07 Million - $5.2 Million	-108,776 Reduced 49.91%	109,188 $5.18 Million
Q3 2022 Nov 07, 2022	SELL	$47.35 - $48.58 $2.91 Million - $2.99 Million	-61,457 Reduced 21.99%	217,964 $10.3 Million
Q2 2022 Jul 28, 2022	SELL	$47.98 - $48.96 $42.5 Million - $43.4 Million	-885,934 Reduced 76.02%	279,421 $13.5 Million
Q1 2022 May 05, 2022	SELL	$48.85 - $50.03 $1.73 Million - $1.77 Million	-35,465 Reduced 2.95%	1,165,355 $57 Million
Q4 2021 Feb 08, 2022	SELL	$49.97 - $50.67 $1.29 Million - $1.31 Million	-25,758 Reduced 2.1%	1,200,820 $60 Million
Q3 2021 Nov 02, 2021	BUY	$50.52 - $50.94 $14.2 Million - $14.3 Million	280,931 Added 29.71%	1,226,578 $62 Million
Q2 2021 Aug 12, 2021	BUY	$50.83 - $51.19 $21.6 Million - $21.7 Million	424,427 Added 81.43%	945,647 $48.1 Million
Q1 2021 May 05, 2021	BUY	$51.0 - $51.58 $22.1 Million - $22.3 Million	432,666 Added 488.59%	521,220 $26.6 Million
Q4 2020 Feb 08, 2021	BUY	$51.39 - $51.73 $4.55 Million - $4.58 Million	88,554 New	88,554 $4.56 Million

Others Institutions Holding LMBS

# of Institutions

427

Shares Held

74.8M

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 Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.

Account

Stockman Wealth Management, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History