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

Kerntke Otto Mc Glone Wealth Management Group

$115 Million
Q1 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 28,595 shares of LMBS stock, worth $1.4 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

28,595

Previous 43,034 33.55%

Holding current value

$1.4 Million

Previous $2.09 Million 32.9%

% of portfolio

1.22%

Previous 1.61%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

444

Shares Held

79.3M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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