A detailed history of Plante Moran Financial Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,913 shares of LMBS stock, worth $91,881. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,913
Previous 1,913 -0.0%
Holding current value
$91,881
Previous $92,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

SELL
$47.15 - $47.94 $94,300 - $95,880
-2,000 Reduced 51.11%
1,913 $90,000
Q2 2023

Aug 07, 2023

BUY
$47.5 - $48.33 $95,000 - $96,660
2,000 Added 104.55%
3,913 $186,000
Q1 2020

May 07, 2020

SELL
$49.9 - $52.72 $53,542 - $56,568
-1,073 Reduced 35.93%
1,913 $98,000
Q4 2019

Feb 14, 2020

SELL
$51.73 - $52.15 $149,861 - $151,078
-2,897 Closed
0 $0
Q4 2018

Jan 29, 2019

BUY
$50.81 - $51.07 $63,512 - $63,837
1,250 Added 75.9%
2,897 $148,000
Q3 2017

Nov 08, 2017

BUY
$51.97 - $51.99 $85,594 - $85,627
1,647
1,647 $86,000

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.