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

Avaii Wealth Management, LLC

  • $171 Million
  • Q1 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 12,155 shares of LMBS stock, worth $593,893. This represents 0.35% of its overall portfolio holdings.

Number of Shares
12,155
Previous 11,379 6.82%
Holding current value
$593,893
Previous $553,000 7.96%
% of portfolio
0.35%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
452
Shares Held
82.1M
Call Options Held
5K
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
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