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

Avaii Wealth Management, LLC

$229 Million
Q3 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 13,959 shares of LMBS stock, worth $697,391. This represents 0.3% of its overall portfolio holdings.

Number of Shares

13,959

Previous 13,325 4.76%

Holding current value

$697,391

Previous $656,000 5.95%

% of portfolio

0.3%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$49.05 - $49.99 $31,097 - $31,693	634 Added 4.76%	13,959 $695,000
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

455

Shares Held

89.8M

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