Clarus Wealth Advisors First Tr ETF Fd Iv First Tr Lo Transaction History

Clarus Wealth Advisors

$182 Million
Q2 2024

A detailed history of Clarus Wealth Advisors transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Clarus Wealth Advisors holds 8,493 shares of LMBS stock, worth $420,148. This represents 0.22% of its overall portfolio holdings.

Number of Shares

8,493

Previous 9,378 9.44%

Holding current value

$420,148

Previous $452,000 9.73%

% of portfolio

0.22%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$47.58 - $48.41 $42,108 - $42,842	-885 Reduced 9.44%	8,493 $408,000
Q1 2024 Apr 11, 2024	BUY	$47.95 - $48.49 $33,948 - $34,330	708 Added 8.17%	9,378 $452,000
Q4 2023 Jan 22, 2024	BUY	$46.58 - $48.36 $7,965 - $8,269	171 Added 2.01%	8,670 $418,000
Q2 2023 Jul 10, 2023	SELL	$47.5 - $48.33 $359,242 - $365,519	-7,563 Reduced 47.09%	8,499 $405,000
Q1 2023 Apr 10, 2023	BUY	$47.34 - $48.21 $41,233 - $41,990	871 Added 5.73%	16,062 $768,000
Q4 2022 Jan 12, 2023	BUY	$46.64 - $47.85 $80,967 - $83,067	1,736 Added 12.9%	15,191 $0
Q3 2022 Oct 11, 2022	SELL	$47.35 - $48.58 $4,498 - $4,615	-95 Reduced 0.7%	13,455 $637,000
Q2 2022 Jul 13, 2022	SELL	$47.98 - $48.96 $420,544 - $429,134	-8,765 Reduced 39.28%	13,550 $655,000
Q1 2022 Apr 12, 2022	BUY	$48.85 - $50.03 $90,177 - $92,355	1,846 Added 9.02%	22,315 $1.09 Million
Q4 2021 Jan 13, 2022	BUY	$49.97 - $50.67 $355,736 - $360,719	7,119 Added 53.33%	20,469 $1.02 Million
Q3 2021 Oct 06, 2021	SELL	$50.52 - $50.94 $4,041 - $4,075	-80 Reduced 0.6%	13,350 $676,000
Q2 2021 Jul 13, 2021	BUY	$50.83 - $51.19 $29,888 - $30,099	588 Added 4.58%	13,430 $683,000
Q1 2021 Apr 12, 2021	BUY	$51.0 - $51.58 $67,371 - $68,137	1,321 Added 11.47%	12,842 $655,000
Q4 2020 Jan 12, 2021	BUY	$51.39 - $51.73 $1,747 - $1,758	34 Added 0.3%	11,521 $592,000
Q3 2020 Oct 08, 2020	BUY	$51.62 - $51.89 $16,208 - $16,293	314 Added 2.81%	11,487 $593,000
Q2 2020 Jul 09, 2020	BUY	$51.33 - $51.83 $573,510 - $579,096	11,173 New	11,173 $577,000

Others Institutions Holding LMBS

# of Institutions

417

Shares Held

66.4M

Call Options Held

200

Put Options Held

2.6K

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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Industry ETFs

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Clarus Wealth Advisors First Tr ETF Fd Iv First Tr Lo Transaction History