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

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 21,759 shares of LMBS stock, worth $1.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,759
Previous 20,225 7.58%
Holding current value
$1.06 Million
Previous $999,000 6.01%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$48.48 - $49.47 $74,368 - $75,886
1,534 Added 7.58%
21,759 $1.06 Million
Q3 2024

Nov 04, 2024
BUY
$47.95 - $49.61 $55,382 - $57,299
1,155 Added 6.06%
20,225 $999,000
Q2 2024

Aug 09, 2024
BUY
$47.58 - $48.41 $142,740 - $145,230
3,000 Added 18.67%
19,070 $916,000
Q1 2024

May 14, 2024
BUY
$47.95 - $48.49 $24,981 - $25,263
521 Added 3.35%
16,070 $775,000
Q4 2023

Feb 06, 2024
BUY
$46.58 - $48.36 $24,594 - $25,534
528 Added 3.52%
15,549 $751,000
Q3 2023

Nov 14, 2023
SELL
$47.15 - $47.94 $10,750 - $10,930
-228 Reduced 1.5%
15,021 $709,000
Q2 2023

Aug 08, 2023
BUY
$47.5 - $48.33 $280,440 - $285,340
5,904 Added 63.18%
15,249 $726,000
Q1 2023

May 03, 2023
BUY
$47.34 - $48.21 $10,130 - $10,316
214 Added 2.34%
9,345 $447,000
Q4 2022

Feb 14, 2023
SELL
$46.64 - $47.85 $194,208 - $199,247
-4,164 Reduced 31.32%
9,131 $432,000
Q3 2022

Nov 14, 2022
SELL
$47.35 - $48.58 $453,755 - $465,542
-9,583 Reduced 41.89%
13,295 $630,000
Q2 2022

Aug 11, 2022
BUY
$47.98 - $48.96 $217,685 - $222,131
4,537 Added 24.74%
22,878 $1.11 Million
Q1 2022

Aug 11, 2022
SELL
$48.85 - $50.03 $6,155 - $6,303
-126 Reduced 0.68%
18,341 $898,000
Q4 2021

Aug 11, 2022
BUY
$49.97 - $50.67 $922,795 - $935,722
18,467 New
18,467 $923,000

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
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