A detailed history of Gladstone Institutional Advisory LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 16,362 shares of LMBS stock, worth $803,046. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,362
Previous 13,652 19.85%
Holding current value
$803,046
Previous $674,000 18.1%
% of portfolio
0.04%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$48.48 - $49.47 $131,380 - $134,063
2,710 Added 19.85%
16,362 $796,000
Q3 2024

Oct 28, 2024

SELL
$47.95 - $49.61 $70,150 - $72,579
-1,463 Reduced 9.68%
13,652 $674,000
Q2 2024

Aug 02, 2024

SELL
$47.58 - $48.41 $36,398 - $37,033
-765 Reduced 4.82%
15,115 $726,000
Q1 2024

May 14, 2024

SELL
$47.95 - $48.49 $21,769 - $22,014
-454 Reduced 2.78%
15,880 $766,000
Q4 2023

Feb 09, 2024

BUY
$46.58 - $48.36 $85,753 - $89,030
1,841 Added 12.7%
16,334 $789,000
Q3 2023

Nov 13, 2023

SELL
$47.15 - $47.94 $372,296 - $378,534
-7,896 Reduced 35.27%
14,493 $684,000
Q2 2023

Aug 10, 2023

BUY
$47.5 - $48.33 $170,192 - $173,166
3,583 Added 19.05%
22,389 $1.07 Million
Q1 2023

May 12, 2023

BUY
$47.34 - $48.21 $1,988 - $2,024
42 Added 0.22%
18,806 $900,000
Q4 2022

Feb 01, 2023

SELL
$46.64 - $47.85 $331,610 - $340,213
-7,110 Reduced 27.48%
18,764 $889,000
Q3 2022

Jan 27, 2023

BUY
$47.35 - $48.58 $466,018 - $478,124
9,842 Added 61.39%
25,874 $1.23 Million
Q3 2022

Oct 20, 2022

BUY
$47.35 - $48.58 $466,018 - $478,124
9,842 Added 61.39%
25,874 $1.23 Million
Q2 2022

Jan 27, 2023

SELL
$47.98 - $48.96 $124,556 - $127,100
-2,596 Reduced 13.94%
16,032 $774,000
Q2 2022

Aug 15, 2022

SELL
$47.98 - $48.96 $124,556 - $127,100
-2,596 Reduced 13.94%
16,032 $774,000
Q1 2022

Jan 27, 2023

BUY
$48.85 - $50.03 $340,631 - $348,859
6,973 Added 59.83%
18,628 $912,000
Q1 2022

May 04, 2022

BUY
$48.85 - $50.03 $340,631 - $348,859
6,973 Added 59.83%
18,628 $912,000
Q4 2021

Jan 27, 2023

BUY
$49.97 - $50.67 $7,495 - $7,600
150 Added 1.3%
11,655 $583,000
Q4 2021

Feb 11, 2022

BUY
$49.97 - $50.67 $7,495 - $7,600
150 Added 1.3%
11,655 $583,000
Q3 2021

Jan 27, 2023

SELL
$50.52 - $50.94 $152,671 - $153,940
-3,022 Reduced 20.8%
11,505 $582,000
Q3 2021

Nov 15, 2021

SELL
$50.52 - $50.94 $152,671 - $153,940
-3,022 Reduced 20.8%
11,505 $582,000
Q2 2021

Jan 27, 2023

BUY
$50.83 - $51.19 $337,714 - $340,106
6,644 Added 84.28%
14,527 $739,000
Q2 2021

Aug 13, 2021

BUY
$50.83 - $51.19 $337,714 - $340,106
6,644 Added 84.28%
14,527 $739,000
Q1 2021

Jan 27, 2023

BUY
$51.0 - $51.58 $22,134 - $22,385
434 Added 5.83%
7,883 $403,000
Q1 2021

May 17, 2021

BUY
$51.0 - $51.58 $22,134 - $22,385
434 Added 5.83%
7,883 $403,000
Q4 2020

Jan 27, 2023

SELL
$51.39 - $51.73 $1.25 Million - $1.26 Million
-24,390 Reduced 76.6%
7,449 $383,000
Q4 2020

Feb 16, 2021

SELL
$51.39 - $51.73 $1.25 Million - $1.26 Million
-24,390 Reduced 76.6%
7,449 $383,000
Q3 2020

Jan 27, 2023

BUY
$51.62 - $51.89 $307,913 - $309,523
5,965 Added 23.05%
31,839 $1.65 Million
Q3 2020

Nov 16, 2020

SELL
$51.62 - $51.89 $220,314 - $221,466
-4,268 Reduced 11.82%
31,839 $1.65 Million
Q2 2020

Aug 17, 2020

BUY
$51.33 - $51.83 $1.85 Million - $1.87 Million
36,107 New
36,107 $1.87 Million

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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