Proactive Wealth Strategies LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,645 shares of LMBS stock, worth $232,528. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,645
Previous 4,598 1.02%
Holding current value
$232,528
Previous $226,000 1.33%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$48.5 - $49.35 $2,279 - $2,319
47 Added 1.02%
4,645 $229,000
Q1 2025

Apr 23, 2025
BUY
$48.31 - $49.23 $2,270 - $2,313
47 Added 1.03%
4,598 $226,000
Q4 2024

Jan 31, 2025
BUY
$48.48 - $49.47 $21,525 - $21,964
444 Added 10.81%
4,551 $222,000
Q3 2024

Nov 04, 2024
BUY
$47.95 - $49.61 $196,930 - $203,748
4,107 New
4,107 $203,000

Others Institutions Holding LMBS

# of Institutions
464
Shares Held
85.8M
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
Track This Portfolio

Track Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies 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 Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email