Maia Wealth LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Maia Wealth LLC

$525 Billion
Q2 2025

A detailed history of Maia Wealth LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Maia Wealth LLC holds 49,077 shares of LMBS stock, worth $2.46 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

49,077

Previous 42,325 15.95%

Holding current value

$2.46 Million

Previous $2.07 Billion 17.0%

% of portfolio

0.46%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$48.5 - $49.35 $327,472 - $333,211	6,752 Added 15.95%	49,077 $2.42 Billion
Q1 2025 May 12, 2025	BUY	$48.31 - $49.23 $228,023 - $232,365	4,720 Added 12.55%	42,325 $2.07 Billion
Q4 2024 Feb 05, 2025	BUY	$48.48 - $49.47 $862,265 - $879,873	17,786 Added 89.74%	37,605 $1.83 Billion
Q3 2024 Oct 30, 2024	BUY	$47.95 - $49.61 $474,752 - $491,188	9,901 Added 99.83%	19,819 $967 Million
Q2 2024 Jul 16, 2024	SELL	$47.58 - $48.41 $258,597 - $263,108	-5,435 Reduced 35.4%	9,918 $482 Million
Q4 2023 Feb 13, 2024	BUY	$46.58 - $48.36 $715,142 - $742,471	15,353 New	15,353 $742 Million

Others Institutions Holding LMBS

# of Institutions

464

Shares Held

85.8M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Account