Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

SELL
$47.34 - $48.21 $2.54 Million - $2.59 Million
-53,669 Reduced 32.32%
112,371 $5.38 Million
Q4 2022

Feb 06, 2023

SELL
$46.64 - $47.85 $1.72 Million - $1.77 Million
-36,901 Reduced 18.18%
166,040 $7.87 Million
Q3 2022

Nov 03, 2022

BUY
$47.35 - $48.58 $973,989 - $999,290
20,570 Added 11.28%
202,941 $9.61 Million
Q2 2022

Aug 08, 2022

SELL
$47.98 - $48.96 $1.24 Million - $1.26 Million
-25,827 Reduced 12.41%
182,371 $8.81 Million
Q1 2022

May 27, 2022

BUY
$48.85 - $50.03 $384,498 - $393,786
7,871 Added 3.93%
208,198 $10.2 Million
Q4 2021

May 27, 2022

BUY
$49.97 - $50.67 $6.62 Million - $6.72 Million
132,532 Added 195.49%
200,327 $10 Million
Q3 2021

Oct 27, 2021

BUY
$50.52 - $50.94 $2.25 Million - $2.27 Million
44,630 Added 192.66%
67,795 $3.43 Million
Q2 2021

Jul 09, 2021

BUY
$50.83 - $51.19 $1.18 Million - $1.19 Million
23,165 New
23,165 $1.18 Million

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Wealth Trust Asset Management, LLC Portfolio

Follow Wealth Trust Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Trust Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Asset Management, LLC with notifications on news.