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

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 45,424 shares of LMBS stock, worth $2.27 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

45,424

Previous 38,446 18.15%

Holding current value

$2.27 Million

Previous $1.89 Million 19.44%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$49.05 - $49.99 $342,270 - $348,830	6,978 Added 18.15%	45,424 $2.26 Million
Q2 2025 Jul 15, 2025	BUY	$48.5 - $49.35 $403,617 - $410,690	8,322 Added 27.63%	38,446 $1.89 Million
Q1 2025 Apr 23, 2025	BUY	$48.31 - $49.23 $58,406 - $59,519	1,209 Added 4.18%	30,124 $1.48 Million
Q4 2024 Jan 22, 2025	BUY	$48.48 - $49.47 $292,819 - $298,798	6,040 Added 26.4%	28,915 $1.41 Million
Q3 2024 Oct 16, 2024	BUY	$47.95 - $49.61 $91,584 - $94,755	1,910 Added 9.11%	22,875 $1.13 Million
Q2 2024 Aug 02, 2024	BUY	$47.58 - $48.41 $997,514 - $1.01 Million	20,965 New	20,965 $1.01 Million

Others Institutions Holding LMBS

# of Institutions

463

Shares Held

85.5M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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