Patriot Financial Group Insurance Agency, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $621 Million
  • Q1 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 11,891 shares of LMBS stock, worth $573,978. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,891
Previous 6,473 83.7%
Holding current value
$573,978
Previous $312,000 83.65%
% of portfolio
0.09%
Previous 0.06%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$47.95 - $48.49 $259,793 - $262,718
5,418 Added 83.7%
11,891 $573,000
Q4 2023

Jan 19, 2024
BUY
$46.58 - $48.36 $301,512 - $313,034
6,473 New
6,473 $312,000
Q1 2023

Apr 20, 2023
SELL
$47.34 - $48.21 $32,096 - $32,686
-678 Reduced 9.09%
6,784 $324,000
Q4 2022

Jan 17, 2023
SELL
$46.77 - $47.85 $166,781 - $170,633
-3,566 Reduced 32.34%
7,462 $0
Q3 2022

Oct 31, 2022
BUY
$47.69 - $48.58 $21,269 - $21,666
446 Added 4.21%
11,028 $522,000
Q2 2022

Jul 29, 2022
SELL
$47.98 - $48.96 $2,015 - $2,056
-42 Reduced 0.4%
10,582 $511,000
Q1 2022

May 11, 2022
BUY
$48.85 - $50.03 $22,129 - $22,663
453 Added 4.45%
10,624 $520,000
Q4 2021

Jan 10, 2022
SELL
$49.97 - $50.67 $9,344 - $9,475
-187 Reduced 1.81%
10,171 $508,000
Q3 2021

Nov 24, 2021
BUY
$50.52 - $50.94 $6,213 - $6,265
123 Added 1.2%
10,358 $524,000
Q2 2021

Jul 30, 2021
BUY
$50.83 - $51.19 $38,834 - $39,109
764 Added 8.07%
10,235 $521,000
Q1 2021

Apr 29, 2021
SELL
$51.0 - $51.58 $5,304 - $5,364
-104 Reduced 1.09%
9,471 $484,000
Q4 2020

Jan 15, 2021
SELL
$51.39 - $51.73 $591,858 - $595,774
-11,517 Reduced 54.6%
9,575 $493,000
Q3 2020

Oct 21, 2020
SELL
$51.62 - $51.89 $24,054 - $24,180
-466 Reduced 2.16%
21,092 $1.09 Million
Q2 2020

Jul 10, 2020
BUY
$51.33 - $51.83 $301,050 - $303,982
5,865 Added 37.37%
21,558 $1.11 Million
Q1 2020

Apr 15, 2020
BUY
$49.9 - $52.72 $24,950 - $26,360
500 Added 3.29%
15,693 $800,000
Q4 2019

Jan 22, 2020
BUY
$51.73 - $52.15 $103,460 - $104,300
2,000 Added 15.16%
15,193 $787,000
Q3 2019

Oct 25, 2019
BUY
$51.68 - $52.09 $209,717 - $211,381
4,058 Added 44.42%
13,193 $686,000
Q2 2019

Aug 07, 2019
BUY
$51.22 - $51.68 $467,894 - $472,096
9,135 New
9,135 $473,000
Q2 2018

Aug 14, 2018
SELL
$51.03 - $51.43 $87,516 - $88,202
-1,715 Closed
0 $0
Q1 2018

May 14, 2018
SELL
$51.29 - $51.74 $14,463 - $14,590
-282 Reduced 14.12%
1,715 $88,000
Q4 2017

Feb 14, 2018
SELL
$51.63 - $52.04 $9,964 - $10,043
-193 Reduced 8.81%
1,997 $103,000
Q3 2017

Oct 26, 2017
SELL
$51.97 - $51.99 $14,395 - $14,401
-277 Reduced 11.23%
2,190 $114,000
Q2 2017

Aug 08, 2017
BUY
N/A
2,467
2,467 $129,000

Others Institutions Holding LMBS

# of Institutions
396
Shares Held
65.9M
Call Options Held
0
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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