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
8,248
Previous 7,468 10.44%
Holding current value
$321,000
Previous $278,000 15.47%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
780 Added 10.44%
8,248 $321,000
Q4 2024

Feb 12, 2025
SELL
N/A
-2,533 Reduced 25.33%
7,468 $280,000
Q3 2024

Nov 07, 2024
BUY
N/A
2,000 Added 25.0%
10,001 $367,000
Q4 2023

Feb 14, 2024
BUY
N/A
8,001 New
8,001 $267 Million
Track This Portfolio

Track Lm Advisors LLC Portfolio

Follow Lm 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 Lm Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lm Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email