O'Connor Financial Group LLC First Tr ETF Fd Iv First Tr Lo Transaction History

O'Connor Financial Group LLC

$192 Billion
Q1 2025

A detailed history of O'Connor Financial Group LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, O'Connor Financial Group LLC holds 12,308 shares of LMBS stock, worth $601,122. This represents 0.31% of its overall portfolio holdings.

Number of Shares

12,308

Previous 11,390 8.06%

Holding current value

$601,122

Previous $554 Million 9.15%

% of portfolio

0.31%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$48.31 - $49.23 $44,348 - $45,193	918 Added 8.06%	12,308 $605 Million
Q4 2024 Jan 06, 2025	BUY	$48.48 - $49.47 $5,672 - $5,787	117 Added 1.04%	11,390 $554 Million
Q3 2024 Oct 08, 2024	BUY	$47.95 - $49.61 $5,226 - $5,407	109 Added 0.98%	11,273 $557 Million
Q2 2024 Aug 13, 2024	BUY	$47.58 - $48.41 $2,474 - $2,517	52 Added 0.47%	11,164 $536 Million
Q1 2024 Apr 11, 2024	BUY	$47.95 - $48.49 $6,569 - $6,643	137 Added 1.25%	11,112 $536 Million
Q4 2023 Jan 17, 2024	BUY	$46.58 - $48.36 $5,636 - $5,851	121 Added 1.11%	10,975 $530 Million
Q3 2023 Oct 20, 2023	BUY	$47.15 - $47.94 $1,744 - $1,773	37 Added 0.34%	10,854 $513 Million
Q2 2023 Jul 14, 2023	BUY	$47.5 - $48.33 $20,472 - $20,830	431 Added 4.15%	10,817 $516 Million
Q1 2023 Apr 14, 2023	BUY	$47.34 - $48.21 $491,673 - $500,709	10,386 New	10,386 $497 Million

Others Institutions Holding LMBS

# of Institutions

442

Shares Held

78.9M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Connor Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Connor Financial Group LLC with notifications on news.

Account

O'Connor Financial Group LLC First Tr ETF Fd Iv First Tr Lo Transaction History