Holistic Financial Partners First Tr ETF Fd Iv First Tr Lo Transaction History

Holistic Financial Partners

  • $197 Million
  • Q4 2024

A detailed history of Holistic Financial Partners transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Holistic Financial Partners holds 13,336 shares of LMBS stock, worth $652,397. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,336
Previous 14,921 10.62%
Holding current value
$652,397
Previous $737,000 11.94%
% of portfolio
0.33%
Previous 0.36%

Shares

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

Feb 04, 2025
SELL
$48.48 - $49.47 $76,840 - $78,409
-1,585 Reduced 10.62%
13,336 $649,000
Q3 2024

Nov 07, 2024
BUY
$47.95 - $49.61 $20,091 - $20,786
419 Added 2.89%
14,921 $737,000
Q2 2024

Jul 30, 2024
SELL
$47.58 - $48.41 $66,707 - $67,870
-1,402 Reduced 8.82%
14,502 $696,000
Q1 2024

May 08, 2024
BUY
$47.95 - $48.49 $9,590 - $9,698
200 Added 1.27%
15,904 $767,000
Q4 2023

Feb 12, 2024
BUY
$46.58 - $48.36 $2,748 - $2,853
59 Added 0.38%
15,704 $758,000
Q3 2023

Nov 08, 2023
BUY
$47.15 - $47.94 $133,293 - $135,526
2,827 Added 22.05%
15,645 $739,000
Q2 2023

Aug 09, 2023
BUY
$47.5 - $48.33 $46,835 - $47,653
986 Added 8.33%
12,818 $611,000
Q1 2023

May 04, 2023
BUY
$47.34 - $48.21 $87,863 - $89,477
1,856 Added 18.6%
11,832 $566,000
Q4 2022

Feb 07, 2023
SELL
$46.64 - $47.85 $12,219 - $12,536
-262 Reduced 2.56%
9,976 $472,000
Q3 2022

Nov 09, 2022
SELL
$47.35 - $48.58 $7,860 - $8,064
-166 Reduced 1.6%
10,238 $485,000
Q2 2022

Aug 02, 2022
BUY
$47.98 - $48.96 $141,205 - $144,089
2,943 Added 39.45%
10,404 $502,000
Q1 2022

May 13, 2022
BUY
$48.85 - $50.03 $364,469 - $373,273
7,461 New
7,461 $365,000

Others Institutions Holding LMBS

# of Institutions
442
Shares Held
79M
Call Options Held
4K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

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  • Ticker LMBS
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