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 8,882 shares of LMBS stock, worth $431,221. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,882
Previous 9,156 2.99%
Holding current value
$431,221
Previous $439,000 0.23%
% of portfolio
0.04%
Previous 0.01%

Shares

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

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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