Simplicity Wealth,Llc First Tr ETF Fd Iv First Tr Lo Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,920 shares of LMBS stock, worth $595,523. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,920

Previous 24,346 51.04%

Holding current value

$595,523

Previous $1.2 Million 50.54%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$49.05 - $49.99 $609,495 - $621,175	-12,426 Reduced 51.04%	11,920 $593,000
Q2 2025 Jul 22, 2025	BUY	$48.5 - $49.35 $633,264 - $644,362	13,057 Added 115.66%	24,346 $1.2 Million
Q1 2025 Apr 14, 2025	BUY	$48.31 - $49.23 $545,371 - $555,757	11,289 New	11,289 $554,000
Q3 2024 Oct 09, 2024	SELL	$47.95 - $49.61 $13,138 - $13,593	-274 Reduced 2.99%	8,882 $438,000
Q2 2024 Jul 10, 2024	BUY	$47.58 - $48.41 $435,642 - $443,241	9,156 New	9,156 $439,000

Q1 2023 Apr 27, 2023	BUY	$47.34 - $48.21 $60,831 - $61,949	1,285 Added 12.28%	11,751 $562,000
Q4 2022 Feb 15, 2023	BUY	$46.64 - $47.85 $488,134 - $500,798	10,466 New	10,466 $496,000

Others Institutions Holding LMBS

# of Institutions

453

Shares Held

89.8M

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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Simplicity Wealth,Llc First Tr ETF Fd Iv First Tr Lo Transaction History