National Wealth Management Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025

A detailed history of National Wealth Management Group, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, National Wealth Management Group, LLC holds 10,199 shares of LMBS stock, worth $510,561. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,199
Previous 9,343 9.16%
Holding current value
$510,561
Previous $459 Million 9.38%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Sep 25, 2025
BUY
$48.5 - $49.35 $41,516 - $42,243
856 Added 9.16%
10,199 $502 Million
Q1 2025

May 15, 2025
BUY
$48.31 - $49.23 $451,360 - $459,955
9,343 New
9,343 $459 Million
Q4 2023

Feb 01, 2024
SELL
$46.58 - $48.36 $24,407 - $25,340
-524 Reduced 1.78%
28,993 $1.4 Billion
Q3 2023

Nov 13, 2023
SELL
$47.15 - $47.94 $26,781 - $27,229
-568 Reduced 1.89%
29,517 $1.39 Billion
Q2 2023

Aug 09, 2023
BUY
$47.5 - $48.33 $114,285 - $116,281
2,406 Added 8.69%
30,085 $1.44 Billion
Q1 2023

May 15, 2023
BUY
$47.34 - $48.21 $1.31 Million - $1.33 Million
27,679 New
27,679 $1.33 Billion
Q4 2022

Nov 17, 2023
BUY
$46.64 - $47.85 $988,534 - $1.01 Million
21,195 Added 328.76%
27,642 $1.31 Billion
Q3 2022

Nov 17, 2023
SELL
$47.35 - $48.58 $1.09 Million - $1.12 Million
-23,070 Reduced 78.16%
6,447 $305 Million
Q2 2022

Nov 17, 2023
SELL
$47.98 - $48.96 $148,642 - $151,678
-3,098 Reduced 30.54%
7,045 $340 Million
Q1 2022

Nov 17, 2023
BUY
$48.85 - $50.03 $30,335 - $31,068
621 Added 6.52%
10,143 $497 Million
Q4 2021

Nov 17, 2023
SELL
$49.97 - $50.67 $999,150 - $1.01 Million
-19,995 Reduced 67.74%
9,522 $476 Million

Others Institutions Holding LMBS

# of Institutions
465
Shares Held
85.8M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

LMBS Quotes by TradingView
  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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