Herold Advisors, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Herold Advisors, Inc.

$439 Million
Q1 2025

A detailed history of Herold Advisors, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Herold Advisors, Inc. holds 9,475 shares of LMBS stock, worth $462,948. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,475

Previous 11,241 15.71%

Holding current value

$462,948

Previous $547,000 14.99%

% of portfolio

0.11%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$48.31 - $49.23 $85,315 - $86,940	-1,766 Reduced 15.71%	9,475 $465,000
Q4 2024 Feb 14, 2025	SELL	$48.48 - $49.47 $1,405 - $1,434	-29 Reduced 0.26%	11,241 $547,000
Q3 2024 Nov 14, 2024	BUY	$47.95 - $49.61 $61,663 - $63,798	1,286 Added 12.88%	11,270 $556,000
Q2 2024 Jul 24, 2024	SELL	$47.58 - $48.41 $1,237 - $1,258	-26 Reduced 0.26%	9,984 $479,000
Q1 2024 May 10, 2024	BUY	$47.95 - $48.49 $39,750 - $40,198	829 Added 9.03%	10,010 $482,000
Q4 2023 Feb 02, 2024	BUY	$46.58 - $48.36 $978 - $1,015	21 Added 0.23%	9,181 $443,000
Q2 2023 Jul 14, 2023	BUY	$47.5 - $48.33 $435,100 - $442,702	9,160 New	9,160 $436,000
Q2 2022 Jul 15, 2022	SELL	$47.98 - $48.96 $148,738 - $151,776	-3,100 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$48.85 - $50.03 $151,435 - $155,093	3,100 New	3,100 $151,000
Q4 2021 Jan 20, 2022	SELL	$49.97 - $50.67 $144,913 - $146,943	-2,900 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$50.52 - $50.94 $146,508 - $147,726	2,900 New	2,900 $146,000

Others Institutions Holding LMBS

# of Institutions

452

Shares Held

82.1M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Herold Advisors, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History