Inspirion Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 424,638 shares of LMBS stock, worth $20.7 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

424,638

Previous 275,894 53.91%

Holding current value

$20.7 Million

Previous $13.3 Million 58.28%

% of portfolio

2.95%

Previous 2.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$47.95 - $49.61 $7.13 Million - $7.38 Million	148,744 Added 53.91%	424,638 $21 Million
Q2 2024 Jul 12, 2024	BUY	$47.58 - $48.41 $146,689 - $149,248	3,083 Added 1.13%	275,894 $13.3 Million
Q1 2024 Apr 12, 2024	SELL	$47.95 - $48.49 $5.81 Million - $5.87 Million	-121,146 Reduced 30.75%	272,811 $13.2 Million
Q4 2023 Jan 10, 2024	SELL	$46.58 - $48.36 $259,404 - $269,316	-5,569 Reduced 1.39%	393,957 $19 Million
Q3 2023 Oct 13, 2023	SELL	$47.15 - $47.94 $383,470 - $389,896	-8,133 Reduced 2.0%	399,526 $18.9 Million
Q2 2023 Jul 20, 2023	BUY	$47.5 - $48.33 $572,232 - $582,231	12,047 Added 3.05%	407,659 $19.4 Million
Q1 2023 Apr 07, 2023	BUY	$47.34 - $48.21 $1.9 Million - $1.93 Million	40,090 Added 11.28%	395,612 $18.9 Million
Q4 2022 Jan 18, 2023	BUY	$46.64 - $47.85 $68,327 - $70,100	1,465 Added 0.41%	355,522 $0
Q3 2022 Oct 18, 2022	BUY	$47.35 - $48.58 $1.16 Million - $1.19 Million	24,406 Added 7.4%	354,057 $16.8 Million
Q2 2022 Jul 27, 2022	BUY	$47.98 - $48.96 $226,273 - $230,895	4,716 Added 1.45%	329,651 $15.9 Million
Q1 2022 Apr 14, 2022	BUY	$48.85 - $50.03 $2.52 Million - $2.58 Million	51,557 Added 18.86%	324,935 $15.9 Million
Q4 2021 Jan 21, 2022	SELL	$49.97 - $50.67 $7.21 Million - $7.31 Million	-144,318 Reduced 34.55%	273,378 $13.7 Million
Q3 2021 Oct 08, 2021	SELL	$50.52 - $50.94 $7.41 Million - $7.47 Million	-146,594 Reduced 25.98%	417,696 $21.1 Million
Q2 2021 Jul 16, 2021	SELL	$50.83 - $51.19 $109,335 - $110,109	-2,151 Reduced 0.38%	564,290 $28.7 Million
Q1 2021 Apr 15, 2021	SELL	$51.0 - $51.58 $4.64 Million - $4.69 Million	-90,995 Reduced 13.84%	566,441 $28.9 Million
Q4 2020 Jan 22, 2021	BUY	$51.39 - $51.73 $129,502 - $130,359	2,520 Added 0.38%	657,436 $33.8 Million
Q3 2020 Oct 14, 2020	BUY	$51.62 - $51.89 $10.4 Million - $10.5 Million	202,419 Added 44.73%	654,916 $33.8 Million
Q2 2020 Jul 09, 2020	BUY	$51.33 - $51.83 $12.8 Million - $13 Million	249,905 Added 123.35%	452,497 $23.4 Million
Q1 2020 Apr 23, 2020	SELL	$49.9 - $52.72 $14.3 Million - $15.1 Million	-286,099 Reduced 58.54%	202,592 $10.3 Million
Q4 2019 Jan 14, 2020	BUY	$51.73 - $52.15 $25 Million - $25.2 Million	484,071 Added 10477.73%	488,691 $25.3 Million
Q3 2019 Oct 22, 2019	BUY	$51.68 - $52.09 $238,761 - $240,655	4,620 New	4,620 $240,000

Others Institutions Holding LMBS

# of Institutions

419

Shares Held

70.9M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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Inspirion Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History