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

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 15,574 shares of LMBS stock, worth $760,945. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,574
Previous 15,638 0.41%
Holding current value
$760,945
Previous $761,000 0.53%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$48.31 - $49.23 $3,091 - $3,150
-64 Reduced 0.41%
15,574 $765,000
Q4 2024

Jan 27, 2025
BUY
$48.48 - $49.47 $311,677 - $318,042
6,429 Added 69.81%
15,638 $761,000
Q3 2024

Nov 12, 2024
BUY
$47.95 - $49.61 $133,013 - $137,618
2,774 Added 43.11%
9,209 $455,000
Q2 2024

Aug 13, 2024
BUY
$47.58 - $48.41 $18,413 - $18,734
387 Added 6.4%
6,435 $309,000
Q4 2023

Feb 06, 2024
BUY
$46.58 - $48.36 $281,715 - $292,481
6,048 New
6,048 $292,000

Others Institutions Holding LMBS

# of Institutions
452
Shares Held
82.1M
Call Options Held
5K
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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