Connectus Wealth, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

A detailed history of Connectus Wealth, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Connectus Wealth, LLC holds 6,475 shares of LMBS stock, worth $323,491. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,475

Previous 8,776 26.22%

Holding current value

$323,491

Previous $424,000 26.42%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$47.95 - $48.49 $110,332 - $111,575	-2,301 Reduced 26.22%	6,475 $312,000
Q4 2023 Feb 14, 2024	SELL	$46.58 - $48.36 $5.7 Million - $5.92 Million	-122,320 Reduced 93.31%	8,776 $424,000
Q3 2023 Nov 13, 2023	BUY	$47.15 - $47.94 $1.55 Million - $1.58 Million	32,905 Added 33.51%	131,096 $6.19 Million
Q2 2023 Aug 14, 2023	SELL	$47.5 - $48.33 $1.45 Million - $1.47 Million	-30,440 Reduced 23.66%	98,191 $4.68 Million
Q1 2023 May 11, 2023	BUY	$47.34 - $48.21 $5.6 Million - $5.7 Million	118,205 Added 1133.75%	128,631 $6.16 Million

Q4 2022 Feb 07, 2023	SELL	$46.64 - $47.85 $118,932 - $122,017	-2,550 Reduced 19.65%	10,426 $494,000
Q3 2022 Nov 10, 2022	SELL	$47.35 - $48.58 $62,691 - $64,319	-1,324 Reduced 9.26%	12,976 $614,000
Q2 2022 Aug 08, 2022	BUY	$47.98 - $48.96 $686,114 - $700,128	14,300 New	14,300 $691,000

Others Institutions Holding LMBS

# of Institutions

455

Shares Held

89.9M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Connectus Wealth, LLC First Tr ETF Fd Iv First Tr Lo Transaction History