Merkkuri Wealth Advisors LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Merkkuri Wealth Advisors LLC

$138 Billion
Q3 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 5,885 shares of LMBS stock, worth $294,014. This represents 0.21% of its overall portfolio holdings.

Number of Shares

5,885

Previous 8,762 32.83%

Holding current value

$294,014

Previous $432 Million 32.12%

% of portfolio

0.21%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$49.05 - $49.99 $141,116 - $143,821	-2,877 Reduced 32.83%	5,885 $293 Million
Q2 2025 Aug 04, 2025	SELL	$48.5 - $49.35 $10,912 - $11,103	-225 Reduced 2.5%	8,762 $432 Million
Q1 2025 Apr 22, 2025	SELL	$48.31 - $49.23 $5,362 - $5,464	-111 Reduced 1.22%	8,987 $442 Million
Q4 2024 Jan 21, 2025	SELL	$48.48 - $49.47 $62,102 - $63,371	-1,281 Reduced 12.34%	9,098 $443 Million
Q3 2024 Oct 23, 2024	SELL	$47.95 - $49.61 $2,877 - $2,976	-60 Reduced 0.57%	10,379 $513 Million

Q2 2024 Oct 23, 2024	BUY	$47.58 - $48.41 $496,687 - $505,351	10,439 New	10,439 $502 Million

Others Institutions Holding LMBS

# of Institutions

455

Shares Held

89.9M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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Merkkuri Wealth Advisors LLC First Tr ETF Fd Iv First Tr Lo Transaction History