Envestnet Portfolio Solutions, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 185,204 shares of LMBS stock, worth $9.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

185,204

Previous 173,883 6.51%

Holding current value

$9.1 Million

Previous $8.59 Million 4.91%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$48.48 - $49.47 $548,842 - $560,049	11,321 Added 6.51%	185,204 $9.01 Million
Q3 2024 Oct 31, 2024	BUY	$47.95 - $49.61 $93,070 - $96,293	1,941 Added 1.13%	173,883 $8.59 Million
Q2 2024 Jul 16, 2024	SELL	$47.58 - $48.41 $267,637 - $272,306	-5,625 Reduced 3.17%	171,942 $8.26 Million
Q1 2024 May 06, 2024	SELL	$47.95 - $48.49 $231,934 - $234,546	-4,837 Reduced 2.65%	177,567 $8.57 Million
Q4 2023 Feb 07, 2024	BUY	$46.58 - $48.36 $813,612 - $844,704	17,467 Added 10.59%	182,404 $8.81 Million
Q3 2023 Nov 13, 2023	BUY	$47.15 - $47.94 $7.78 Million - $7.91 Million	164,937 New	164,937 $7.79 Million

Others Institutions Holding LMBS

# of Institutions

447

Shares Held

78.3M

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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History