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

Aaron Wealth Advisors LLC

$694 Million
Q1 2024

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 216,968 shares of LMBS stock, worth $10.4 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

216,968

Previous 267,307 18.83%

Holding current value

$10.4 Million

Previous $12.9 Million 18.95%

% of portfolio

1.51%

Previous 2.15%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

394

Shares Held

65.9M

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

More about LMBS

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