Bartlett & Co. Wealth Management LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 284 shares of LMBS stock, worth $14,174. This represents 0.0% of its overall portfolio holdings.

Number of Shares
284
Previous 299 5.02%
Holding current value
$14,174
Previous $14.7 Million 4.82%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$48.5 - $49.35 $727 - $740
-15 Reduced 5.02%
284 $14 Million
Q1 2025

Apr 24, 2025
BUY
$48.31 - $49.23 $724 - $738
15 Added 5.28%
299 $14.7 Million
Q4 2024

Jan 17, 2025
BUY
$48.48 - $49.47 $13,768 - $14,049
284 New
284 $13.8 Million

Others Institutions Holding LMBS

# of Institutions
467
Shares Held
85.4M
Call Options Held
6.7K
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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