Avaii Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Avaii Wealth Management, LLC

$196 Million
Q2 2025

A detailed history of Avaii Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 13,325 shares of LMBS stock, worth $665,050. This represents 0.34% of its overall portfolio holdings.

Number of Shares

13,325

Previous 12,155 9.63%

Holding current value

$665,050

Previous $597,000 9.88%

% of portfolio

0.34%

Previous 0.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$48.5 - $49.35 $56,745 - $57,739	1,170 Added 9.63%	13,325 $656,000
Q1 2025 Apr 16, 2025	BUY	$48.31 - $49.23 $37,488 - $38,202	776 Added 6.82%	12,155 $597,000
Q4 2024 Jan 21, 2025	BUY	$48.48 - $49.47 $274,348 - $279,950	5,659 Added 98.93%	11,379 $553,000
Q3 2024 Oct 16, 2024	BUY	$47.95 - $49.61 $5,178 - $5,357	108 Added 1.92%	5,720 $282,000
Q2 2024 Jul 31, 2024	BUY	$47.58 - $48.41 $267,018 - $271,676	5,612 New	5,612 $269,000

Others Institutions Holding LMBS

# of Institutions

467

Shares Held

85.4M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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Avaii Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History