Key Client Fiduciary Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Key Client Fiduciary Advisors, LLC

  • $203 Million
  • Q4 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 6,540 shares of LMBS stock, worth $321,441. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,540
Previous 7,575 13.66%
Holding current value
$321,441
Previous $374,000 14.97%
% of portfolio
0.16%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$48.48 - $49.47 $50,176 - $51,201
-1,035 Reduced 13.66%
6,540 $318,000
Q1 2024

Apr 15, 2024
BUY
$47.95 - $48.49 $363,221 - $367,311
7,575 New
7,575 $365,000
Q2 2022

Jul 19, 2022
SELL
$47.98 - $48.96 $430,140 - $438,926
-8,965 Closed
0 $0
Q1 2022

Apr 18, 2022
SELL
$48.85 - $50.03 $73,275 - $75,045
-1,500 Reduced 14.33%
8,965 $439,000
Q4 2021

Mar 01, 2022
BUY
$49.97 - $50.67 $522,936 - $530,261
10,465 New
10,465 $523,000

Others Institutions Holding LMBS

# of Institutions
447
Shares Held
78.4M
Call Options Held
4K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

LMBS Quotes by TradingView
  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Key Client Fiduciary Advisors, LLC Portfolio

Follow Key Client Fiduciary Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email