Acorn Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 10,899 shares of LMBS stock, worth $529,146. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,899
Previous 10,306 5.75%
Holding current value
$529,146
Previous $495,000 8.69%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Nov 13, 2024
BUY
$47.95 - $49.61 $28,434 - $29,418
593 Added 5.75%
10,899 $538,000
Q2 2024

Jul 30, 2024
SELL
$47.58 - $48.41 $1,141 - $1,161
-24 Reduced 0.23%
10,306 $495,000
Q1 2024

Apr 26, 2024
SELL
$47.95 - $48.49 $9,781 - $9,891
-204 Reduced 1.94%
10,330 $498,000
Q4 2023

Feb 07, 2024
SELL
$46.58 - $48.36 $15,557 - $16,152
-334 Reduced 3.07%
10,534 $509,000
Q3 2023

Nov 07, 2023
SELL
$47.15 - $47.94 $74,732 - $75,984
-1,585 Reduced 12.73%
10,868 $513,000
Q2 2023

Aug 02, 2023
SELL
$47.5 - $48.33 $4,750 - $4,833
-100 Reduced 0.8%
12,453 $593,000
Q1 2023

May 09, 2023
SELL
$47.34 - $48.21 $3,597 - $3,663
-76 Reduced 0.6%
12,553 $600,000
Q4 2022

Feb 10, 2023
SELL
$46.64 - $47.85 $84,045 - $86,225
-1,802 Reduced 12.49%
12,629 $598,000
Q3 2022

Nov 09, 2022
SELL
$47.35 - $48.58 $69,178 - $70,975
-1,461 Reduced 9.19%
14,431 $683,000
Q2 2022

Aug 08, 2022
BUY
$47.98 - $48.96 $246,761 - $251,801
5,143 Added 47.85%
15,892 $768,000
Q1 2022

May 03, 2022
BUY
$48.85 - $50.03 $80,993 - $82,949
1,658 Added 18.24%
10,749 $526,000
Q4 2021

Feb 14, 2022
BUY
$49.97 - $50.67 $170,797 - $173,190
3,418 Added 60.25%
9,091 $454,000
Q3 2021

Nov 12, 2021
BUY
$50.52 - $50.94 $286,599 - $288,982
5,673 New
5,673 $287,000
Q4 2020

Feb 16, 2021
SELL
$51.39 - $51.73 $281,771 - $283,635
-5,483 Closed
0 $0
Q3 2020

Nov 04, 2020
BUY
$51.62 - $51.89 $980 - $985
19 Added 0.35%
5,483 $283,000
Q2 2020

Aug 19, 2020
BUY
$51.33 - $51.83 $280,467 - $283,199
5,464 New
5,464 $282,000
Q4 2019

Feb 07, 2020
SELL
$51.73 - $52.15 $213,903 - $215,640
-4,135 Closed
0 $0
Q3 2019

Nov 21, 2019
BUY
$51.68 - $52.09 $213,696 - $215,392
4,135 New
4,135 $215,000
Q4 2018

Feb 04, 2019
SELL
$50.81 - $51.07 $375,994 - $377,918
-7,400 Closed
0 $0
Q1 2018

May 14, 2018
BUY
$51.29 - $51.74 $71,806 - $72,436
1,400 Added 23.33%
7,400 $379,000
Q4 2017

Feb 14, 2018
BUY
$51.63 - $52.04 $309,780 - $312,240
6,000
6,000 $310,000

Others Institutions Holding LMBS

# of Institutions
419
Shares Held
70.9M
Call Options Held
0
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
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, 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 Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email