Visionary Wealth Advisors First Tr ETF Fd Iv First Tr Lo Transaction History

Visionary Wealth Advisors

$1.62 Billion
Q4 2024

A detailed history of Visionary Wealth Advisors transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Visionary Wealth Advisors holds 90,512 shares of LMBS stock, worth $4.44 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

90,512

Previous 115,408 21.57%

Holding current value

$4.44 Million

Previous $5.7 Million 22.75%

% of portfolio

0.27%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$48.48 - $49.47 $1.21 Million - $1.23 Million	-24,896 Reduced 21.57%	90,512 $4.41 Million
Q3 2024 Nov 12, 2024	BUY	$47.95 - $49.61 $2,924 - $3,026	61 Added 0.05%	115,408 $5.7 Million
Q2 2024 Aug 13, 2024	BUY	$47.58 - $48.41 $262,308 - $266,884	5,513 Added 5.02%	115,347 $5.54 Million
Q1 2024 May 15, 2024	BUY	$47.95 - $48.49 $136,178 - $137,711	2,840 Added 2.65%	109,834 $5.3 Million
Q4 2023 Feb 14, 2024	SELL	$46.58 - $48.36 $19,004 - $19,730	-408 Reduced 0.38%	106,994 $5.17 Million
Q3 2023 Nov 13, 2023	BUY	$47.15 - $47.94 $1.54 Million - $1.57 Million	32,672 Added 43.72%	107,402 $5.07 Million
Q2 2023 Aug 11, 2023	BUY	$47.5 - $48.33 $2.87 Million - $2.92 Million	60,474 Added 424.2%	74,730 $3.56 Million
Q1 2023 May 15, 2023	BUY	$47.34 - $48.21 $674,879 - $687,281	14,256 New	14,256 $682,000

Others Institutions Holding LMBS

# of Institutions

446

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 Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors First Tr ETF Fd Iv First Tr Lo Transaction History