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

Lm Advisors LLC

  • $694 Million
  • Q3 2025
Number of Shares
8,248
Previous 8,248 -0.0%
Holding current value
$331,000
Previous $321,000 3.12%
% of portfolio
0.05%
Previous 0.04%

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
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