Center For Financial Planning, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Center For Financial Planning, Inc.

  • $869 Million
  • Q2 2025

A detailed history of Center For Financial Planning, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 65,000 shares of LMBS stock, worth $3.21 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
65,000
Previous 85,359 23.85%
Holding current value
$3.21 Million
Previous $4.2 Million 23.71%
% of portfolio
0.37%
Previous 0.54%

Shares

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

Aug 04, 2025
SELL
$48.5 - $49.35 $987,411 - $1 Million
-20,359 Reduced 23.85%
65,000 $3.2 Million
Q1 2025

Apr 22, 2025
BUY
$48.31 - $49.23 $392,083 - $399,550
8,116 Added 10.51%
85,359 $4.2 Million
Q4 2024

Jan 30, 2025
BUY
$48.48 - $49.47 $3.74 Million - $3.82 Million
77,243 New
77,243 $3.76 Million
Q2 2021

Jul 29, 2021
SELL
$50.83 - $51.19 $50,830 - $51,190
-1,000 Closed
0 $0
Q1 2021

May 10, 2021
SELL
$51.0 - $51.58 $29,325 - $29,658
-575 Reduced 36.51%
1,000 $51,000
Q4 2020

Feb 09, 2021
BUY
$51.39 - $51.73 $80,939 - $81,474
1,575 New
1,575 $81,000

Others Institutions Holding LMBS

# of Institutions
457
Shares Held
81.6M
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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