Ever Source Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 131 shares of LMBS stock, worth $6,400. This represents 0.0% of its overall portfolio holdings.

Number of Shares
131
Holding current value
$6,400
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$48.31 - $49.23 $6,328 - $6,449
131 New
131 $6,000
Q2 2024

Aug 13, 2024
BUY
$47.58 - $48.41 $856 - $871
18 New
18 $0
Q1 2024

Jun 11, 2024
BUY
$47.95 - $48.49 $0 - $0
0 New
0 $0

Others Institutions Holding LMBS

# of Institutions
452
Shares Held
82.1M
Call Options Held
5K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

LMBS Quotes by TradingView
  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email