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

Sea Crest Wealth Management, LLC

$852 Million
Q1 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 5,069 shares of LMBS stock, worth $249,749. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,069

Previous 5,069 -0.0%

Holding current value

$249,749

Previous $246,000 1.22%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$48.48 - $49.47 $245,745 - $250,763	5,069 New	5,069 $246,000
Q3 2022 Nov 14, 2022	SELL	$47.35 - $48.58 $186,464 - $191,308	-3,938 Reduced 44.19%	4,973 $235,000
Q4 2021 Feb 11, 2022	SELL	$49.97 - $50.67 $44,973 - $45,603	-900 Reduced 9.17%	8,911 $445,000
Q3 2021 Nov 16, 2021	BUY	$50.52 - $50.94 $81,791 - $82,471	1,619 Added 19.76%	9,811 $496,000
Q2 2021 Aug 12, 2021	BUY	$50.83 - $51.19 $416,399 - $419,348	8,192 New	8,192 $417,000
Q2 2019 Jul 19, 2019	SELL	$51.22 - $51.68 $31,961 - $32,248	-624 Closed	0 $0
Q4 2018 Feb 13, 2019	SELL	$50.81 - $51.07 $3,455 - $3,472	-68 Reduced 9.83%	624 $32,000
Q3 2018 Nov 14, 2018	BUY	$50.94 - $51.29 $152 - $153	3 Added 0.44%	692 $35,000
Q2 2018 Aug 03, 2018	BUY	$51.03 - $51.43 $35,159 - $35,435	689 New	689 $35,000

Others Institutions Holding LMBS

# of Institutions

454

Shares Held

81.9M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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