Creative Planning First Tr ETF Fd Iv First Tr Lo Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Creative Planning holds 13,423 shares of LMBS stock, worth $671,955. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,423

Previous 17,660 23.99%

Holding current value

$671,955

Previous $868,000 23.85%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$48.5 - $49.35 $205,494 - $209,095	-4,237 Reduced 23.99%	13,423 $661,000
Q1 2025 May 15, 2025	BUY	$48.31 - $49.23 $343,484 - $350,025	7,110 Added 67.39%	17,660 $868,000
Q4 2024 Feb 14, 2025	SELL	$48.48 - $49.47 $81,591 - $83,258	-1,683 Reduced 13.76%	10,550 $513,000
Q3 2024 Oct 11, 2024	SELL	$47.95 - $49.61 $288,227 - $298,205	-6,011 Reduced 32.95%	12,233 $604,000
Q2 2024 Aug 15, 2024	SELL	$47.58 - $48.41 $317,977 - $323,524	-6,683 Reduced 26.81%	18,244 $876,000
Q1 2024 May 10, 2024	SELL	$47.95 - $48.49 $97,050 - $98,143	-2,024 Reduced 7.51%	24,927 $1.2 Million
Q4 2023 Feb 14, 2024	SELL	$46.58 - $48.36 $41,269 - $42,846	-886 Reduced 3.18%	26,951 $1.3 Million
Q3 2023 Nov 16, 2023	BUY	$47.15 - $47.94 $1.31 Million - $1.33 Million	27,837 New	27,837 $1.32 Million
Q2 2022 Aug 15, 2022	BUY	$47.98 - $48.96 $354,188 - $361,422	7,382 Added 4528.83%	7,545 $364,000
Q1 2022 May 16, 2022	BUY	$48.85 - $50.03 $7,962 - $8,154	163 New	163 $8,000

Others Institutions Holding LMBS

# of Institutions

464

Shares Held

85.8M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning First Tr ETF Fd Iv First Tr Lo Transaction History