Endowment Wealth Management, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Endowment Wealth Management, Inc.

$133 Million
Q4 2024

A detailed history of Endowment Wealth Management, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 40,511 shares of LMBS stock, worth $1.99 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

40,511

Previous 34,414 17.72%

Holding current value

$1.99 Million

Previous $1.7 Million 15.94%

% of portfolio

1.48%

Previous 1.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$48.48 - $49.47 $295,582 - $301,618	6,097 Added 17.72%	40,511 $1.97 Million
Q3 2024 Nov 06, 2024	BUY	$47.95 - $49.61 $124,430 - $128,737	2,595 Added 8.16%	34,414 $1.7 Million
Q2 2024 Aug 01, 2024	BUY	$47.58 - $48.41 $61,187 - $62,255	1,286 Added 4.21%	31,819 $1.53 Million
Q1 2024 May 08, 2024	BUY	$47.95 - $48.49 $73,267 - $74,092	1,528 Added 5.27%	30,533 $1.47 Million
Q4 2023 Feb 07, 2024	BUY	$46.58 - $48.36 $118,033 - $122,544	2,534 Added 9.57%	29,005 $1.4 Million
Q3 2023 Oct 30, 2023	BUY	$47.15 - $47.94 $238,390 - $242,384	5,056 Added 23.61%	26,471 $1.25 Million
Q2 2023 Aug 10, 2023	BUY	$47.5 - $48.33 $69,540 - $70,755	1,464 Added 7.34%	21,415 $1.02 Million
Q1 2023 May 10, 2023	BUY	$47.34 - $48.21 $249,907 - $254,500	5,279 Added 35.98%	19,951 $955,000
Q4 2022 Feb 13, 2023	BUY	$46.64 - $47.85 $144,957 - $148,717	3,108 Added 26.88%	14,672 $695,000
Q3 2022 Nov 10, 2022	BUY	$47.35 - $48.58 $52,369 - $53,729	1,106 Added 10.58%	11,564 $548,000
Q2 2022 Aug 15, 2022	BUY	$47.98 - $48.96 $156,030 - $159,217	3,252 Added 45.13%	10,458 $505,000
Q1 2022 May 04, 2022	BUY	$48.85 - $50.03 $99,702 - $102,111	2,041 Added 39.52%	7,206 $353,000
Q4 2021 Feb 11, 2022	BUY	$49.97 - $50.67 $258,095 - $261,710	5,165 New	5,165 $258,000

Others Institutions Holding LMBS

# of Institutions

446

Shares Held

78.2M

Call Options Held

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 Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.

Account

Endowment Wealth Management, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History