A detailed history of Betterment LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Betterment LLC holds 6,674 shares of LMBS stock, worth $334,100. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,674
Previous 5,993 11.36%
Holding current value
$334,100
Previous $295,000 11.53%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$48.5 - $49.35 $33,028 - $33,607
681 Added 11.36%
6,674 $329,000
Q1 2025

May 15, 2025

BUY
$48.31 - $49.23 $43,865 - $44,700
908 Added 17.86%
5,993 $295,000
Q4 2024

Feb 14, 2025

BUY
$48.48 - $49.47 $246,520 - $251,554
5,085 New
5,085 $247,000

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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