Aaron Wealth Advisors LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Aaron Wealth Advisors LLC

$863 Million
Q1 2025

A detailed history of Aaron Wealth Advisors LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 352,416 shares of LMBS stock, worth $17.2 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

352,416

Previous 253,270 39.15%

Holding current value

$17.2 Million

Previous $12.3 Million 40.55%

% of portfolio

2.01%

Previous 1.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$48.31 - $49.23 $4.79 Million - $4.88 Million	99,146 Added 39.15%	352,416 $17.3 Million
Q4 2024 Jan 15, 2025	SELL	$48.48 - $49.47 $762,590 - $778,163	-15,730 Reduced 5.85%	253,270 $12.3 Million
Q3 2024 Oct 17, 2024	BUY	$47.95 - $49.61 $2.59 Million - $2.68 Million	54,111 Added 25.18%	269,000 $13.3 Million
Q2 2024 Jul 22, 2024	SELL	$47.58 - $48.41 $98,918 - $100,644	-2,079 Reduced 0.96%	214,889 $10.3 Million
Q1 2024 Apr 25, 2024	SELL	$47.95 - $48.49 $2.41 Million - $2.44 Million	-50,339 Reduced 18.83%	216,968 $10.5 Million
Q4 2023 Jan 26, 2024	BUY	$46.58 - $48.36 $3.98 Million - $4.13 Million	85,415 Added 46.96%	267,307 $12.9 Million
Q3 2023 Oct 19, 2023	BUY	$47.15 - $47.94 $8.58 Million - $8.72 Million	181,892 New	181,892 $8.59 Million

Others Institutions Holding LMBS

# of Institutions

452

Shares Held

82.1M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Aaron Wealth Advisors LLC First Tr ETF Fd Iv First Tr Lo Transaction History