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

Wealth Management Associates, Inc.

$288 Billion
Q4 2025

A detailed history of Wealth Management Associates, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 6,695 shares of LMBS stock, worth $334,482. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,695

Previous 6,686 0.13%

Holding current value

$334,482

Previous $333 Million 0.54%

% of portfolio

0.12%

Previous 0.12%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$49.78 - $50.16 $448 - $451	9 Added 0.13%	6,695 $335 Million
Q3 2025 Oct 21, 2025	BUY	$49.05 - $49.99 $441 - $449	9 Added 0.13%	6,686 $333 Million
Q2 2025 Aug 04, 2025	BUY	$48.5 - $49.35 $436 - $444	9 Added 0.13%	6,677 $329 Million
Q1 2025 May 28, 2025	BUY	$48.31 - $49.23 $434 - $443	9 Added 0.14%	6,668 $328 Million
Q4 2024 May 28, 2025	BUY	$48.48 - $49.47 $436 - $445	9 Added 0.14%	6,659 $324 Million

Q3 2024 May 28, 2025	BUY	$47.95 - $49.61 $24,502 - $25,350	511 Added 8.32%	6,650 $329 Million
Q1 2024 May 28, 2025	BUY	$47.95 - $48.49 $767 - $775	16 Added 0.26%	6,139 $295 Million
Q4 2023 May 28, 2025	BUY	$46.58 - $48.36 $465 - $483	10 Added 0.16%	6,123 $296 Million
Q3 2023 May 28, 2025	BUY	$47.15 - $47.94 $424 - $431	9 Added 0.15%	6,113 $289 Million
Q2 2023 May 28, 2025	BUY	$47.5 - $48.33 $332 - $338	7 Added 0.11%	6,104 $291 Million
Q1 2023 May 28, 2025	BUY	$47.34 - $48.21 $284 - $289	6 Added 0.1%	6,097 $292 Million
Q4 2022 May 28, 2025	SELL	$46.64 - $47.85 $27,704 - $28,422	-594 Reduced 8.89%	6,091 $289 Million
Q3 2022 May 28, 2025	BUY	$47.35 - $48.58 $189 - $194	4 Added 0.06%	6,685 $317 Million
Q2 2022 May 28, 2025	SELL	$47.98 - $48.96 $16,601 - $16,940	-346 Reduced 4.92%	6,681 $323 Million
Q1 2022 May 28, 2025	BUY	$48.85 - $50.03 $146 - $150	3 Added 0.04%	7,027 $344 Million
Q4 2021 May 28, 2025	BUY	$49.97 - $50.67 $6,196 - $6,283	124 Added 1.8%	7,024 $351 Million
Q3 2021 May 28, 2025	BUY	$50.52 - $50.94 $202 - $203	4 Added 0.06%	6,900 $349 Million
Q2 2021 May 28, 2025	BUY	$50.83 - $51.19 $203 - $204	4 Added 0.06%	6,896 $351 Million
Q1 2021 May 28, 2025	BUY	$51.0 - $51.58 $10,404 - $10,522	204 Added 3.05%	6,892 $352 Million
Q4 2020 May 28, 2025	BUY	$51.39 - $51.73 $205 - $206	4 Added 0.06%	6,688 $344 Million
Q3 2020 May 28, 2025	BUY	$51.62 - $51.89 $345,028 - $346,832	6,684 New	6,684 $345 Million

Others Institutions Holding LMBS

# of Institutions

457

Shares Held

90.6M

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

News

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

Account

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