Optimum Investment Advisors First Tr ETF Fd Iv First Tr Lo Transaction History

Optimum Investment Advisors

  • $222 Million
  • Q4 2024

A detailed history of Optimum Investment Advisors transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Optimum Investment Advisors holds 1,900 shares of LMBS stock, worth $93,252. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,900
Previous 1,900 -0.0%
Holding current value
$93,252
Previous $93,000 1.08%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
SELL
$46.58 - $48.36 $18,632 - $19,344
-400 Reduced 17.39%
1,900 $91,000
Q1 2023

May 03, 2023
SELL
$47.34 - $48.21 $203,562 - $207,303
-4,300 Reduced 65.15%
2,300 $110,000
Q2 2022

Jul 12, 2022
BUY
$47.98 - $48.96 $79,071 - $80,686
1,648 Added 33.28%
6,600 $319,000
Q1 2022

Apr 08, 2022
BUY
$48.85 - $50.03 $2,540 - $2,601
52 Added 1.06%
4,952 $242,000
Q3 2021

Oct 22, 2021
SELL
$50.52 - $50.94 $318,276 - $320,922
-6,300 Reduced 56.25%
4,900 $248,000
Q2 2021

Aug 02, 2021
SELL
$50.83 - $51.19 $330,395 - $332,735
-6,500 Reduced 36.72%
11,200 $570,000
Q1 2021

Apr 15, 2021
SELL
$51.0 - $51.58 $22,950 - $23,211
-450 Reduced 2.48%
17,700 $904,000
Q4 2020

Jan 21, 2021
BUY
$51.39 - $51.73 $159,309 - $160,363
3,100 Added 20.6%
18,150 $934,000
Q3 2020

Oct 06, 2020
BUY
$51.62 - $51.89 $185,832 - $186,804
3,600 Added 31.44%
15,050 $778,000
Q2 2020

Jul 16, 2020
BUY
$51.33 - $51.83 $97,527 - $98,477
1,900 Added 19.9%
11,450 $592,000
Q4 2019

Jan 22, 2020
BUY
$51.73 - $52.15 $144,844 - $146,020
2,800 Added 41.48%
9,550 $495,000
Q3 2019

Oct 17, 2019
BUY
$51.68 - $52.09 $348,840 - $351,607
6,750 New
6,750 $351,000

Others Institutions Holding LMBS

# of Institutions
446
Shares Held
78.2M
Call Options Held
4K
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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