Wealth Effects LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Wealth Effects LLC

  • $255 Million
  • Q3 2024

A detailed history of Wealth Effects LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Wealth Effects LLC holds 15,520 shares of LMBS stock, worth $752,409. This represents 0.3% of its overall portfolio holdings.

Number of Shares
15,520
Previous 20,520 24.37%
Holding current value
$752,409
Previous $985,000 22.23%
% of portfolio
0.3%
Previous 0.41%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$47.95 - $49.61 $239,750 - $248,050
-5,000 Reduced 24.37%
15,520 $766,000
Q2 2024

Aug 02, 2024
SELL
$47.58 - $48.41 $43,392 - $44,149
-912 Reduced 4.26%
20,520 $985,000
Q1 2024

Apr 22, 2024
SELL
$47.95 - $48.49 $179,237 - $181,255
-3,738 Reduced 14.85%
21,432 $1.03 Million
Q4 2023

Jan 29, 2024
SELL
$46.58 - $48.36 $532,316 - $552,658
-11,428 Reduced 31.23%
25,170 $1.22 Million
Q3 2023

Oct 16, 2023
SELL
$47.15 - $47.94 $305,767 - $310,890
-6,485 Reduced 15.05%
36,598 $1.73 Million
Q2 2023

Jul 18, 2023
SELL
$47.5 - $48.33 $1.49 Million - $1.51 Million
-31,332 Reduced 42.1%
43,083 $2.05 Million
Q1 2023

May 04, 2023
SELL
$47.34 - $48.21 $70,110 - $71,399
-1,481 Reduced 1.95%
74,415 $3.56 Million
Q4 2022

Feb 02, 2023
SELL
$46.64 - $47.85 $163,333 - $167,570
-3,502 Reduced 4.41%
75,896 $3.6 Million
Q3 2022

Nov 14, 2022
SELL
$47.35 - $48.58 $70,220 - $72,044
-1,483 Reduced 1.83%
79,398 $3.76 Million
Q2 2022

Aug 03, 2022
BUY
$47.98 - $48.96 $36,272 - $37,013
756 Added 0.94%
80,881 $3.91 Million
Q1 2022

May 16, 2022
SELL
$48.85 - $50.03 $60,818 - $62,287
-1,245 Reduced 1.53%
80,125 $3.92 Million
Q4 2021

Feb 09, 2022
BUY
$49.97 - $50.67 $4.07 Million - $4.12 Million
81,370 New
81,370 $4.07 Million

Others Institutions Holding LMBS

# of Institutions
419
Shares Held
70.9M
Call Options Held
0
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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