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

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 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 11,289 shares of LMBS stock, worth $551,580. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,289
Holding current value
$551,580
% of portfolio
0.05%

Shares

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