A detailed history of Holos Integrated Wealth LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 4,485 shares of LMBS stock, worth $221,603. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,485
Previous 2,614 71.58%
Holding current value
$221,603
Previous $127 Million 73.29%
% of portfolio
0.14%
Previous 0.09%

Shares

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

Aug 08, 2025

BUY
$48.31 - $49.23 $90,388 - $92,109
1,871 Added 71.58%
4,485 $221 Million
Q4 2024

Aug 08, 2025

BUY
$48.48 - $49.47 $126,726 - $129,314
2,614 New
2,614 $127 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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