Tyler Stone Wealth Management First Tr ETF Fd Iv First Tr Lo Transaction History

Tyler Stone Wealth Management

$580 Million
Q2 2025

A detailed history of Tyler Stone Wealth Management transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Tyler Stone Wealth Management holds 17,654 shares of LMBS stock, worth $881,993. This represents 0.15% of its overall portfolio holdings.

Number of Shares

17,654

Previous 21,151 16.53%

Holding current value

$881,993

Previous $1.04 Million 16.36%

% of portfolio

0.15%

Previous 0.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$48.5 - $49.35 $169,604 - $172,576	-3,497 Reduced 16.53%	17,654 $869,000
Q1 2025 May 13, 2025	SELL	$48.31 - $49.23 $4,831 - $4,923	-100 Reduced 0.47%	21,151 $1.04 Million
Q4 2024 Feb 11, 2025	BUY	$48.48 - $49.47 $246,375 - $251,406	5,082 Added 31.43%	21,251 $1.03 Million
Q3 2024 Nov 04, 2024	BUY	$47.95 - $49.61 $408,581 - $422,726	8,521 Added 111.41%	16,169 $798,000
Q2 2024 Aug 14, 2024	BUY	$47.58 - $48.41 $53,670 - $54,606	1,128 Added 17.3%	7,648 $367,000

Q1 2024 May 15, 2024	BUY	$47.95 - $48.49 $17,885 - $18,086	373 Added 6.07%	6,520 $314,000
Q4 2023 Feb 14, 2024	SELL	$46.58 - $48.36 $18,492 - $19,198	-397 Reduced 6.07%	6,147 $297,000
Q3 2023 Nov 14, 2023	BUY	$47.15 - $47.94 $29,091 - $29,578	617 Added 10.41%	6,544 $309,000
Q2 2023 Aug 14, 2023	SELL	$47.5 - $48.33 $324,662 - $330,335	-6,835 Reduced 53.56%	5,927 $283,000
Q4 2022 Feb 14, 2023	SELL	$46.64 - $47.85 $225,364 - $231,211	-4,832 Reduced 27.46%	12,762 $605,000
Q3 2022 Nov 14, 2022	BUY	$47.35 - $48.58 $198,870 - $204,036	4,200 Added 31.36%	17,594 $833,000
Q2 2022 Aug 11, 2022	BUY	$47.98 - $48.96 $22,598 - $23,060	471 Added 3.64%	13,394 $647,000
Q1 2022 May 12, 2022	SELL	$48.85 - $50.03 $9,330 - $9,555	-191 Reduced 1.46%	12,923 $633,000
Q4 2021 Feb 22, 2022	BUY	$49.97 - $50.67 $655,306 - $664,486	13,114 New	13,114 $656,000

Others Institutions Holding LMBS

# of Institutions

454

Shares Held

89.8M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Tyler Stone Wealth Management First Tr ETF Fd Iv First Tr Lo Transaction History