A detailed history of Gradient Investments LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Gradient Investments LLC holds 726,399 shares of LMBS stock, worth $35.3 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
726,399
Previous 6,365 11312.4%
Holding current value
$35.3 Million
Previous $305,000 11667.54%
% of portfolio
0.95%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$47.95 - $49.61 $34.5 Million - $35.7 Million
720,034 Added 11312.4%
726,399 $35.9 Million
Q2 2024

Jul 18, 2024

BUY
$47.58 - $48.41 $302,846 - $308,129
6,365 New
6,365 $305,000
Q3 2023

Oct 27, 2023

SELL
$47.15 - $47.94 $33,099 - $33,653
-702 Reduced 70.77%
290 $13,000
Q2 2023

Jul 11, 2023

BUY
$47.5 - $48.33 $33,345 - $33,927
702 Added 242.07%
992 $47,000
Q4 2022

Jan 10, 2023

SELL
$46.64 - $47.85 $7,648 - $7,847
-164 Reduced 36.12%
290 $0
Q3 2022

Oct 14, 2022

BUY
$47.35 - $48.58 $7,765 - $7,967
164 Added 56.55%
454 $21,000
Q2 2022

Jul 11, 2022

SELL
$47.98 - $48.96 $863 - $881
-18 Reduced 5.84%
290 $14,000
Q1 2022

May 26, 2022

BUY
$48.85 - $50.03 $15,045 - $15,409
308 New
308 $15,000
Q2 2021

Jul 12, 2021

SELL
$50.83 - $51.19 $3,659 - $3,685
-72 Closed
0 $0
Q1 2021

Apr 21, 2021

BUY
$51.0 - $51.58 $3,672 - $3,713
72 New
72 $4,000

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments 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 Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.