Pensionmark Financial Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 8,718 shares of LMBS stock, worth $436,423. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,718
Previous 6,011 45.03%
Holding current value
$436,423
Previous $296,000 46.62%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$49.05 - $49.99 $132,778 - $135,322
2,707 Added 45.03%
8,718 $434,000
Q2 2025

Aug 04, 2025
SELL
$48.5 - $49.35 $105,875 - $107,731
-2,183 Reduced 26.64%
6,011 $296,000
Q1 2025

Apr 29, 2025
BUY
$48.31 - $49.23 $395,852 - $403,390
8,194 New
8,194 $402,000
Q2 2024

Aug 14, 2024
BUY
$47.58 - $48.41 $275,107 - $279,906
5,782 New
5,782 $277,000

Others Institutions Holding LMBS

# of Institutions
466
Shares Held
85.9M
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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