Lm Advisors LLC FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT Transaction History

Lm Advisors LLC

  • $777 Million
  • Q2 2025
Number of Shares
31,290
Previous 31,290 -0.0%
Holding current value
$1.18 Million
Previous $1.1 Million 6.9%
% of portfolio
0.15%
Previous 0.2%

Shares

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

Feb 12, 2025
BUY
N/A
10,080 Added 47.52%
31,290 $1.13 Million
Q3 2024

Nov 07, 2024
SELL
N/A
-8,050 Reduced 27.51%
21,210 $751,000
Q2 2024

Aug 14, 2024
BUY
N/A
210 Added 0.72%
29,260 $998,000
Q1 2024

May 15, 2024
BUY
N/A
13,266 Added 84.05%
29,050 $969,000
Q4 2023

Feb 14, 2024
BUY
N/A
15,784 New
15,784 $502 Million
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