Wr Wealth Planners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 79,926 shares of LMBS stock, worth $3.9 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
79,926
Previous 75,457 5.92%
Holding current value
$3.9 Million
Previous $3.63 Million 8.94%
% of portfolio
1.14%
Previous 1.14%

Shares

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

Oct 17, 2024
BUY
$47.95 - $49.61 $214,288 - $221,707
4,469 Added 5.92%
79,926 $3.95 Million
Q2 2024

Jul 31, 2024
BUY
$47.58 - $48.41 $136,935 - $139,323
2,878 Added 3.97%
75,457 $3.63 Million
Q1 2024

Jul 31, 2024
BUY
$47.95 - $48.49 $112,826 - $114,096
2,353 Added 3.35%
72,579 $3.5 Million
Q4 2023

Jul 30, 2024
BUY
$46.58 - $48.36 $3.27 Million - $3.4 Million
70,226 New
70,226 $3.39 Million
Q3 2023

Aug 01, 2024
SELL
$47.15 - $47.94 $138,008 - $140,320
-2,927 Reduced 3.97%
70,720 $3.34 Billion
Q2 2023

Aug 01, 2024
SELL
$47.5 - $48.33 $85,975 - $87,477
-1,810 Reduced 2.4%
73,647 $3.51 Billion
Q1 2023

Aug 01, 2024
SELL
$47.34 - $48.21 $181,170 - $184,499
-3,827 Reduced 5.07%
71,630 $3.43 Billion
Q4 2022

Oct 10, 2024
SELL
$46.64 - $47.85 $382,308 - $392,226
-8,197 Reduced 6.58%
116,315 $5.51 Billion
Q3 2022

Oct 10, 2024
BUY
$47.35 - $48.58 $2.32 Million - $2.38 Million
49,055 Added 65.01%
124,512 $5.9 Billion
Q2 2022

Oct 17, 2024
BUY
$47.98 - $48.96 $491,171 - $501,203
10,237 Added 8.86%
125,777 $6.08 Billion
Q1 2022

Oct 17, 2024
BUY
$48.85 - $50.03 $1.74 Million - $1.78 Million
35,614 Added 44.56%
115,540 $5.66 Billion

Others Institutions Holding LMBS

# of Institutions
421
Shares Held
68.8M
Call Options Held
200
Put Options Held
2.6K
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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