Stonehaven Wealth & Tax Solutions, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 66,584 shares of LMBS stock, worth $3.33 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
66,584
Previous 67,607 1.51%
Holding current value
$3.33 Million
Previous $3.33 Billion 0.45%
% of portfolio
3.06%
Previous 3.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$49.05 - $49.99 $50,178 - $51,139
-1,023 Reduced 1.51%
66,584 $3.32 Billion
Q2 2025

Aug 14, 2025
BUY
$48.5 - $49.35 $67,900 - $69,090
1,400 Added 2.11%
67,607 $3.33 Billion
Q1 2025

May 15, 2025
BUY
$48.31 - $49.23 $1.25 Million - $1.28 Million
25,913 Added 64.31%
66,207 $3.25 Billion
Q4 2024

Feb 13, 2025
BUY
$48.48 - $49.47 $1.95 Million - $1.99 Million
40,294 New
40,294 $1.96 Billion

Others Institutions Holding LMBS

# of Institutions
455
Shares Held
89.9M
Call Options Held
5K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

LMBS Quotes by TradingView
  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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