Ica Group Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 3,950 shares of LMBS stock, worth $191,772. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,950

Previous 14,544 72.84%

Holding current value

$191,772

Previous $701,000 73.04%

% of portfolio

0.12%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$47.58 - $48.41 $504,062 - $512,855	-10,594 Reduced 72.84%	3,950 $189,000
Q1 2024 May 14, 2024	BUY	$47.95 - $48.49 $174,154 - $176,115	3,632 Added 33.28%	14,544 $701,000
Q4 2023 Mar 07, 2024	SELL	$46.58 - $48.36 $27,342 - $28,387	-587 Reduced 5.1%	10,912 $527,000
Q3 2023 Nov 13, 2023	SELL	$47.15 - $47.94 $493,471 - $501,740	-10,466 Reduced 47.65%	11,499 $543,000
Q2 2023 Aug 11, 2023	SELL	$47.5 - $48.33 $353,970 - $360,155	-7,452 Reduced 25.33%	21,965 $1.05 Million
Q1 2023 May 12, 2023	SELL	$47.34 - $48.21 $269,743 - $274,700	-5,698 Reduced 16.23%	29,417 $1.41 Million
Q4 2022 Feb 14, 2023	SELL	$46.64 - $47.85 $615,414 - $631,380	-13,195 Reduced 27.31%	35,115 $1.66 Million
Q3 2022 Nov 10, 2022	SELL	$47.35 - $48.58 $2,841 - $2,914	-60 Reduced 0.12%	48,310 $2.29 Million
Q2 2022 Oct 03, 2022	SELL	$47.98 - $48.96 $67,076 - $68,446	-1,398 Reduced 2.81%	48,370 $2.35 Million
Q1 2022 Oct 03, 2022	BUY	$48.85 - $50.03 $2.43 Million - $2.49 Million	49,768 New	49,768 $2.41 Million

Others Institutions Holding LMBS

# of Institutions

419

Shares Held

70.9M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Account

Ica Group Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History