Atlas Private Wealth Management First Tr ETF Fd Iv First Tr Lo Transaction History

Atlas Private Wealth Management

  • $227 Million
  • Q1 2024

A detailed history of Atlas Private Wealth Management transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Atlas Private Wealth Management holds 159,628 shares of LMBS stock, worth $7.81 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
159,628
Previous 158,014 1.02%
Holding current value
$7.81 Million
Previous $7.64 Million 0.88%
% of portfolio
3.39%
Previous 3.77%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$47.95 - $48.49 $77,391 - $78,262
1,614 Added 1.02%
159,628 $7.7 Million
Q4 2023

Jan 19, 2024
BUY
$46.58 - $48.36 $56,128 - $58,273
1,205 Added 0.77%
158,014 $7.64 Million
Q3 2023

Oct 23, 2023
BUY
$47.15 - $47.94 $148,381 - $150,867
3,147 Added 2.05%
156,809 $7.41 Million
Q2 2023

Jul 13, 2023
BUY
$47.5 - $48.33 $232,085 - $236,140
4,886 Added 3.28%
153,662 $7.33 Million
Q1 2023

Apr 26, 2023
SELL
$47.34 - $48.21 $74,702 - $76,075
-1,578 Reduced 1.05%
148,776 $7.12 Million
Q4 2022

Jan 18, 2023
SELL
$46.64 - $47.85 $180,776 - $185,466
-3,876 Reduced 2.51%
150,354 $0
Q3 2022

Oct 26, 2022
BUY
$47.35 - $48.58 $263,786 - $270,639
5,571 Added 3.75%
154,230 $7.3 Million
Q2 2022

Jul 19, 2022
SELL
$47.98 - $48.96 $47,644 - $48,617
-993 Reduced 0.66%
148,659 $7.18 Million
Q1 2022

Apr 25, 2022
BUY
$48.85 - $50.03 $41,180 - $42,175
843 Added 0.57%
149,652 $7.33 Million
Q4 2021

Feb 07, 2022
BUY
$49.97 - $50.67 $182,940 - $185,502
3,661 Added 2.52%
148,809 $7.44 Million
Q3 2021

Oct 25, 2021
BUY
$50.52 - $50.94 $717,939 - $723,908
14,211 Added 10.85%
145,148 $7.34 Million
Q2 2021

Aug 05, 2021
BUY
$50.83 - $51.19 $652,911 - $657,535
12,845 Added 10.88%
130,937 $6.67 Million
Q1 2021

Apr 26, 2021
BUY
$51.0 - $51.58 $576,810 - $583,369
11,310 Added 10.59%
118,092 $6.03 Million
Q4 2020

Jan 27, 2021
SELL
$51.39 - $51.73 $979,442 - $985,922
-19,059 Reduced 15.15%
106,782 $5.5 Million
Q3 2020

Nov 05, 2020
SELL
$51.62 - $51.89 $144,897 - $145,655
-2,807 Reduced 2.18%
125,841 $6.5 Million
Q2 2020

Aug 04, 2020
SELL
$51.33 - $51.83 $176,215 - $177,932
-3,433 Reduced 2.6%
128,648 $6.65 Million
Q1 2020

May 12, 2020
BUY
$49.9 - $52.72 $4.29 Million - $4.53 Million
85,984 Added 186.53%
132,081 $6.74 Million
Q4 2019

Feb 11, 2020
BUY
$51.73 - $52.15 $2.38 Million - $2.4 Million
46,097 New
46,097 $2.39 Million

Others Institutions Holding LMBS

# of Institutions
448
Shares Held
78.5M
Call Options Held
4K
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 Atlas Private Wealth Management Portfolio

Follow Atlas Private Wealth Management 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 Atlas Private Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email