Kerntke Otto Mc Glone Wealth Management Group First Tr ETF Fd Iv First Tr Lo Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$131 Million
Q3 2025

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 29,704 shares of LMBS stock, worth $1.49 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

29,704

Previous 28,539 4.08%

Holding current value

$1.49 Million

Previous $1.41 Million 5.2%

% of portfolio

1.13%

Previous 1.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$49.05 - $49.99 $57,143 - $58,238	1,165 Added 4.08%	29,704 $1.48 Million
Q2 2025 Jul 16, 2025	SELL	$48.5 - $49.35 $2,716 - $2,763	-56 Reduced 0.2%	28,539 $1.41 Million
Q1 2025 May 01, 2025	SELL	$48.31 - $49.23 $697,548 - $710,831	-14,439 Reduced 33.55%	28,595 $1.41 Million
Q4 2024 Feb 14, 2025	BUY	$48.48 - $49.47 $4,411 - $4,501	91 Added 0.21%	43,034 $2.09 Million
Q3 2024 Nov 12, 2024	BUY	$47.95 - $49.61 $157,707 - $163,167	3,289 Added 8.29%	42,943 $2.12 Million
Q2 2024 Aug 14, 2024	BUY	$47.58 - $48.41 $76,841 - $78,182	1,615 Added 4.25%	39,654 $1.91 Million
Q1 2024 May 10, 2024	BUY	$47.95 - $48.49 $1.82 Million - $1.84 Million	38,039 New	38,039 $1.84 Million

Others Institutions Holding LMBS

# of Institutions

464

Shares Held

85.8M

Call Options Held

6.7K

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 Kerntke Otto Mc Glone Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Kerntke Otto Mc Glone Wealth Management Group with notifications on news.

Account

Kerntke Otto Mc Glone Wealth Management Group First Tr ETF Fd Iv First Tr Lo Transaction History